Filed December 16, 2014
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,031 |
SIGMA FINANCIAL CORPORATION3 years Filed as: SIGMA PLANNING CORPORATION Service code 27 · EIN 38-2472558 | Advisory (Plan) | $16,418 |
MORNINGSTAR2 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 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,949 | $47,126-40.7% | $149,673-81.3% | $74,419-62.4% |
| Participation rate | 83.8% | 63.4%+20.4pp | 78.8%+5.0pp | 70.7%+13.0pp |
| Annual return | 14.54% | 22.75%-8.2pp | 134.42%-119.9pp | 34.38%-19.8pp |
| Employer contribution / active EE | $1,493 | $1,905-21.6% | $4,818-69.0% | $2,637-43.4% |
| Participant deferral / active EE | $2,150 | $2,728-21.2% | $5,680-62.1% | $4,528-52.5% |
| Admin fee / account holder | $186 | $343-45.7% | $13,210-98.6% | $348-46.5% |