Filed October 2, 2006
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 |
|---|---|---|
BROPHY, THOMAS R.1+ years Service code 49 10200 W INNOVATION DR · MILWAUKEE, WI 532264827 | Other Services | $2,663 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,296 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $59,122 | $63,924-7.5% | $108,582-45.6% | $55,167+7.2% |
| Participation rate | 97.7% | 74.3%+23.4pp | 79.6%+18.2pp | 69.0%+28.8pp |
| Annual return | -8.21% | 15.31%-23.5pp | -51.70%+43.5pp | 169.23%-177.4pp |
| Employer contribution / active EE | $3,310 | $1,879+76.1% | $3,758-11.9% | $1,963+68.6% |
| Participant deferral / active EE | $3,332 | $3,067+8.7% | $4,311-22.7% | $3,054+9.1% |
| Admin fee / account holder | $16 | $618-97.4% | $7,645-99.8% | $504-96.8% |