Filed March 23, 2014 (most recent of 3 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $265,230 |
ACCEL WEALTH MANAGEMENT6 years Service code 27 · EIN 83-0742869 | Advisory (Plan) | $82,306 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,829 | $55,694+32.6% | $81,882-9.8% | $200,096-63.1% |
| Participation rate | 99.3% | 62.7%+36.6pp | 72.4%+26.9pp | 72.0%+27.3pp |
| Annual return | 15.50% | 19.59%-4.1pp | 779.47%-764.0pp | 34.26%-18.8pp |
| Employer contribution / active EE | $1,340 | $2,114-36.6% | $2,916-54.0% | $3,038-55.9% |
| Participant deferral / active EE | $3,376 | $3,299+2.3% | $4,323-21.9% | $5,090-33.7% |
| Admin fee / account holder | $154 | $348-55.8% | $7,360-97.9% | $269-42.8% |