Filed October 18, 2004
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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $102,010 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,201 | $36,004+95.0% | $64,101+9.5% | $69,651+0.8% |
| Participation rate | 25.3% | 47.3%-21.9pp | 68.2%-42.9pp | 66.6%-41.3pp |
| Annual return | 19.95% | 4.26%+15.7pp | 791.27%-771.3pp | 53.77%-33.8pp |
| Employer contribution / active EE | $474 | $617-23.1% | $1,820-73.9% | $2,241-78.8% |
| Participant deferral / active EE | $627 | $1,166-46.3% | $2,822-77.8% | $3,635-82.8% |
| Admin fee / account holder | $26 | $49-46.7% | $4,499-99.4% | $63-58.7% |