Filed January 27, 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 |
|---|---|---|
BAIRD INSURANCE SERVICES INC3+ years Service code 49 · EIN 39-1236032 | Other Services | $15,961 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $880 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,229 | $63,314-47.5% | $91,004-63.5% | $62,293-46.7% |
| Participation rate | 74.2% | 73.3%+0.9pp | 75.6%-1.4pp | 69.5%+4.7pp |
| Annual return | 16.24% | 21.00%-4.8pp | 4.60%+11.6pp | 28.90%-12.7pp |
| Employer contribution / active EE | $547 | $1,807-69.7% | $2,456-77.7% | $2,042-73.2% |
| Participant deferral / active EE | $1,451 | $2,944-50.7% | $3,548-59.1% | $3,169-54.2% |
| Admin fee / account holder | $7 | $468-98.6% | $5,417-99.9% | $479-98.6% |