Filed February 21, 1997 (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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,267 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $32,500 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK N.A. Service code 13 · EIN 94-1347393 | Contract Administrator | $2,740 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE CONSULTING LLP Service code 16 · EIN 06-1454513 | Consulting | $0 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $0 |
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 | $116,672 | $55,182+111.4% | $73,309+59.2% | $55,191+111.4% |
| Participation rate | 93.7% | 73.9%+19.8pp | 74.9%+18.8pp | 69.2%+24.6pp |
| Annual return | 0.74% | 8.55%-7.8pp | 5.67%-4.9pp | 10.78%-10.0pp |
| Employer contribution / active EE | $4,561 | $1,935+135.8% | $3,237+40.9% | $1,899+140.2% |
| Participant deferral / active EE | $5,178 | $4,641+11.6% | $4,991+3.7% | $3,046+70.0% |
| Admin fee / account holder | $217 | $68+217.0% | $5,635-96.1% | $91+139.1% |