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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $113,345 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $107,202 | $85,135+25.9% | $98,920+8.4% | $73,415+46.0% |
| Participation rate | 81.9% | 81.1%+0.8pp | 76.0%+5.9pp | 72.2%+9.8pp |
| Annual return | 12.35% | 19.14%-6.8pp | 196.47%-184.1pp | 59.30%-46.9pp |
| Employer contribution / active EE | $682 | $2,721-74.9% | $2,689-74.6% | $2,234-69.5% |
| Participant deferral / active EE | $3,014 | $4,349-30.7% | $4,245-29.0% | $3,806-20.8% |
| Admin fee / account holder | $0 | $139-100.0% | $6,643-100.0% | $158-100.0% |