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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $370,205 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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.
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 | $59,842 | $38,510+55.4% | $74,549-19.7% | $73,367-18.4% |
| Participation rate | 23.6% | 53.5%-29.9pp | 69.1%-45.6pp | 69.5%-45.9pp |
| Annual return | 5.57% | -0.94%+6.5pp | 32.54%-27.0pp | 173.45%-167.9pp |
| Employer contribution / active EE | $538 | $774-30.5% | $1,961-72.6% | $2,499-78.5% |
| Participant deferral / active EE | $712 | $1,421-49.9% | $3,108-77.1% | $4,033-82.3% |
| Admin fee / account holder | $73 | $52+41.2% | $5,059-98.6% | $68+7.3% |