Filed September 1, 2009 (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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $26,866 |
BAACK, SHANE M.1 year Service code 49 344 MAIN ST STE 100 · SEWARD, NE 684342117 | Other Services | $7,198 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $880 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $78,279 | $46,173+69.5% | $170,435-54.1% | $69,631+12.4% |
| Participation rate | 75.6% | 63.9%+11.7pp | 83.6%-8.0pp | 70.7%+4.9pp |
| Annual return | 17.97% | 21.62%-3.6pp | 205.94%-188.0pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $1,673 | $1,610+3.9% | $5,432-69.2% | $2,032-17.7% |
| Participant deferral / active EE | $3,452 | $2,080+65.9% | $4,939-30.1% | $3,224+7.1% |
| Admin fee / account holder | $4 | $116-96.5% | $13,881-100.0% | $110-96.3% |