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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $108,667 |
Service code 16 · EIN 81-0635433 | Consulting | $61,031 |
CRAIN COMMUNICATIONS INC1 year Service code 13 · EIN 36-0708800 | Contract Administrator | $6,422 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $131,411 | $65,592+100.3% | $90,161+45.8% | $69,631+88.7% |
| Participation rate | 95.6% | 77.6%+18.0pp | 76.9%+18.8pp | 70.7%+24.9pp |
| Annual return | 15.55% | 57.10%-41.5pp | 34.89%-19.3pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $1,532 | $2,193-30.1% | $3,318-53.8% | $2,032-24.6% |
| Participant deferral / active EE | $7,614 | $5,257+44.8% | $5,287+44.0% | $3,224+136.2% |
| Admin fee / account holder | $122 | $86+42.4% | $5,943-97.9% | $110+10.5% |