Filed November 3, 2008
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 | $52,559 |
PROEQUITIES INC6+ years Filed as: PROEQUITIES Service code 49 · EIN 63-0879387 | Other Services | $23,099 |
PENSION ASSURANCE LLP6+ years Filed as: THE PENSION SPECIALISTS Service code 49 | Other Services | $15,073 |
PENSION ASSURANCE LLP3 years Filed as: THE PENSION SPECIALISTS LTD Service code 49 · EIN 36-3592542 10501 NORTH SECOND STREET · MACHESNEY PARK, IL 611151455 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,374 | $52,293-36.2% | $178,503-81.3% | $73,412-54.5% |
| Participation rate | 74.1% | 65.3%+8.8pp | 81.9%-7.8pp | 72.2%+1.9pp |
| Annual return | 15.93% | 34.75%-18.8pp | 151.12%-135.2pp | 59.30%-43.4pp |
| Employer contribution / active EE | -$12 | $1,736-100.7% | $5,011-100.2% | $2,234-100.6% |
| Participant deferral / active EE | $0 | $2,333-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $123 | $127-3.6% | $13,987-99.1% | $158-22.3% |