Filed June 14, 2006
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 | $123,909 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $33,789 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,371 | $122,063+135.4% | $184,256+56.0% | $74,478+285.8% |
| Participation rate | 99.2% | 85.5%+13.8pp | 86.8%+12.4pp | 67.2%+32.0pp |
| Annual return | 21.18% | 19.92%+1.3pp | 28.85%-7.7pp | 1370.56%-1349.4pp |
| Employer contribution / active EE | $12,962 | $4,539+185.6% | $6,427+101.7% | $2,626+393.5% |
| Participant deferral / active EE | $14,669 | $7,144+105.3% | $9,133+60.6% | $4,350+237.2% |
| Admin fee / account holder | $670 | $1,253-46.5% | $13,899-95.2% | $1,946-65.6% |