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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,099 |
PROEQUITIES INC6+ years Service code 49 · EIN 63-0879387 | Other Services | $26,779 |
PENSION ASSURANCE LLP6+ years Filed as: THE PENSION SPECIALISTS LTD Service code 13 · EIN 36-3592542 10501 NORTH SECOND STREET · MACHESNEY PARK, IL 611151455 | Contract Administrator | $17,913 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,879 | $52,293-18.0% | $178,503-76.0% | $73,412-41.6% |
| Participation rate | 68.9% | 65.3%+3.5pp | 81.9%-13.0pp | 72.2%-3.3pp |
| Annual return | 17.69% | 34.75%-17.1pp | 151.12%-133.4pp | 59.30%-41.6pp |
| Employer contribution / active EE | $2,448 | $1,736+41.0% | $5,011-51.1% | $2,234+9.6% |
| Participant deferral / active EE | $3,870 | $2,333+65.8% | $5,202-25.6% | $3,806+1.7% |
| Admin fee / account holder | $140 | $127+9.6% | $13,987-99.0% | $158-11.6% |