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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $298,157 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,482 | $39,909+46.5% | $78,775-25.8% | $80,976-27.8% |
| Participation rate | 23.3% | 55.7%-32.5pp | 69.2%-45.9pp | 68.3%-45.0pp |
| Annual return | 4.18% | 23.47%-19.3pp | 35.62%-31.4pp | 22.91%-18.7pp |
| Employer contribution / active EE | $495 | $778-36.4% | $1,986-75.1% | $2,402-79.4% |
| Participant deferral / active EE | $646 | $1,359-52.5% | $2,958-78.2% | $3,848-83.2% |
| Admin fee / account holder | $59 | $50+18.9% | $5,132-98.8% | $67-12.4% |