Filed June 28, 2015
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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,941 |
INTAC ACTUARIAL SERVICES3 years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 13 · EIN 22-2446239 | Contract Administrator | $12,656 |
SAGEPOINT FINANCIAL INC3 years Service code 49 · EIN 20-1741754 | Other Services | $8,600 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERVICES INC Service code 13 | Contract Administrator | $1,053 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,701 | $58,888-76.7% | $178,499-92.3% | $73,493-81.4% |
| Participation rate | 97.3% | 66.2%+31.1pp | 81.9%+15.4pp | 70.7%+26.6pp |
| Annual return | 1.36% | 24.86%-23.5pp | 151.10%-149.7pp | 28.51%-27.2pp |
| Employer contribution / active EE | $1,889 | $2,236-15.5% | $5,011-62.3% | $2,270-16.8% |
| Participant deferral / active EE | $1,271 | $2,568-50.5% | $5,202-75.6% | $3,740-66.0% |
| Admin fee / account holder | $121 | $400-69.9% | $13,986-99.1% | $513-76.5% |