Filed October 24, 2000
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $116,929 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,155 | $65,223+36.7% | $80,022+11.4% | $55,727+60.0% |
| Participation rate | 78.4% | 80.6%-2.1pp | 75.8%+2.6pp | 70.9%+7.6pp |
| Annual return | -4.56% | 7.59%-12.1pp | 11.22%-15.8pp | 244.94%-249.5pp |
| Employer contribution / active EE | $567 | $2,544-77.7% | $2,468-77.0% | $2,078-72.7% |
| Participant deferral / active EE | $2,884 | $3,881-25.7% | $3,686-21.8% | $3,356-14.1% |
| Admin fee / account holder | $0 | $114-100.0% | $6,521-100.0% | $115-100.0% |