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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,675 | $55,415-37.4% | $155,509-77.7% | $74,495-53.5% |
| Participation rate | 80.7% | 61.9%+18.8pp | 78.2%+2.6pp | 67.2%+13.5pp |
| Annual return | 11.11% | 268.50%-257.4pp | 64.67%-53.6pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $1,943 | $2,267-14.3% | $4,672-58.4% | $2,623-25.9% |
| Participant deferral / active EE | $2,664 | $2,836-6.1% | $5,626-52.6% | $4,346-38.7% |
| Admin fee / account holder | $338 | $1,738-80.6% | $15,912-97.9% | $1,942-82.6% |