Filed December 16, 2014
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,669 |
SIGMA FINANCIAL CORPORATION2 years Filed as: SIGMA PLANNING CORPORATION Service code 27 · EIN 38-2472558 | Advisory (Plan) | $16,087 |
MORNINGSTAR1 year 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 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,021 | $65,092-58.5% | $143,799-81.2% | $66,938-59.6% |
| Participation rate | 80.8% | 65.2%+15.6pp | 80.3%+0.5pp | 69.8%+11.0pp |
| Annual return | -14.41% | -11.14%-3.3pp | -0.04%-14.4pp | 1.58%-16.0pp |
| Employer contribution / active EE | $1,214 | $2,362-48.6% | $4,952-75.5% | $2,545-52.3% |
| Participant deferral / active EE | $1,678 | $2,920-42.5% | $5,638-70.2% | $4,238-60.4% |
| Admin fee / account holder | $189 | $502-62.4% | $14,677-98.7% | $594-68.1% |