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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $501,004 |
LION STREET ADVISORS LLC3 years Filed as: LION STREET ADVISORS Service code 27 · EIN 80-0842559 | Advisory (Plan) | $45,126 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,136 | $53,531+25.4% | $86,251-22.2% | $96,393-30.4% |
| Participation rate | 14.6% | 53.4%-38.9pp | 69.0%-54.4pp | 71.3%-56.7pp |
| Annual return | 21.12% | 20.51%+0.6pp | 1170.54%-1149.4pp | 22.88%-1.8pp |
| Employer contribution / active EE | $377 | $1,158-67.4% | $2,381-84.2% | $3,239-88.3% |
| Participant deferral / active EE | $576 | $1,965-70.7% | $3,987-85.5% | $5,455-89.4% |
| Admin fee / account holder | $88 | $55+59.0% | $6,857-98.7% | $74+19.3% |