Filed January 17, 2002 (most recent of 2 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $124,644 |
OSAIC WEALTH INC1 year Filed as: OSAIC FA, INC. Service code 49 · EIN 35-1151034 | Other Services | $56,345 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,963 | $66,486+83.4% | $81,370+49.9% | $77,762+56.8% |
| Participation rate | 48.8% | 68.7%-19.9pp | 69.5%-20.8pp | 70.6%-21.8pp |
| Annual return | 13.84% | 15.95%-2.1pp | 24.85%-11.0pp | 31.27%-17.4pp |
| Employer contribution / active EE | $2,660 | $2,158+23.3% | $2,464+8.0% | $2,728-2.5% |
| Participant deferral / active EE | $2,883 | $3,677-21.6% | $3,885-25.8% | $4,651-38.0% |
| Admin fee / account holder | $425 | $586-27.4% | $5,749-92.6% | $433-1.7% |