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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,116 |
PROEQUITIES INC2+ years Service code 49 · EIN 63-0879387 | Other Services | $13,975 |
PENSION ASSURANCE LLP2+ years Filed as: THE PENSION SPECIALISTS LTD Service code 49 · EIN 36-3592542 10501 NORTH SECOND STREET · MACHESNEY PARK, IL 611151455 | Other Services | $7,620 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
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 | $22,808 | $36,916-38.2% | $156,551-85.4% | $57,658-60.4% |
| Participation rate | 57.8% | 63.4%-5.6pp | 84.0%-26.2pp | 70.2%-12.4pp |
| Annual return | 8.33% | 12.38%-4.0pp | 32.23%-23.9pp | 5.13%+3.2pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,483 | $1,926+29.0% | $4,871-49.0% | $3,061-18.9% |
| Admin fee / account holder | $43 | $82-47.8% | $13,028-99.7% | $95-54.5% |