Filed September 26, 2003
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 |
|---|---|---|
WIPFLI LLP1 year Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $23,250 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,667 |
Filed as: VOYA LIFE INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,321 | $111,491+30.3% | $189,545-23.3% | $86,821+67.4% |
| Participation rate | 67.2% | 87.3%-20.1pp | 87.8%-20.6pp | 72.3%-5.1pp |
| Annual return | 18.00% | 83.50%-65.5pp | 555.36%-537.4pp | 97.94%-79.9pp |
| Employer contribution / active EE | $1,325 | $3,951-66.5% | $6,162-78.5% | $2,406-44.9% |
| Participant deferral / active EE | $4,222 | $6,437-34.4% | $8,220-48.6% | $4,132+2.2% |
| Admin fee / account holder | $113 | $189-40.3% | $12,049-99.1% | $170-33.5% |