Filed December 16, 2014
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,530 |
SIGMA FINANCIAL CORPORATION4 years Filed as: SIGMA PLANNING CORPORATION Service code 27 · EIN 38-2472558 | Advisory (Plan) | $19,073 |
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 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $34,675 | $55,446-37.5% | $155,574-77.7% | $74,429-53.4% |
| Participation rate | 80.7% | 61.9%+18.8pp | 78.2%+2.5pp | 67.2%+13.5pp |
| Annual return | 11.11% | 269.20%-258.1pp | 64.87%-53.8pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $1,943 | $2,266-14.3% | $4,676-58.4% | $2,625-26.0% |
| Participant deferral / active EE | $2,664 | $2,836-6.1% | $5,629-52.7% | $4,348-38.7% |
| Admin fee / account holder | $338 | $1,743-80.6% | $15,914-97.9% | $1,944-82.6% |