Filed May 9, 1994 (most recent of 2 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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,138,683 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,740 | $68,062-75.4% | $185,854-91.0% | $106,520-84.3% |
| Participation rate | 95.1% | 75.2%+19.9pp | 81.7%+13.4pp | 71.3%+23.8pp |
| Annual return | 11.85% | 18.20%-6.4pp | 122.12%-110.3pp | 19.28%-7.4pp |
| Employer contribution / active EE | $1,156 | $1,997-42.1% | $5,169-77.6% | $2,840-59.3% |
| Participant deferral / active EE | $1,821 | $3,990-54.4% | $5,569-67.3% | $4,948-63.2% |
| Admin fee / account holder | $71 | $53+34.6% | $16,246-99.6% | $75-4.7% |