Filed April 29, 2015
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,843 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $18,396 |
RAFFA1 year Service code 10 · EIN 52-1511275 | Accounting | $12,721 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $4,900 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,459 | $22,291+77.0% | $69,182-43.0% | $63,975-38.3% |
| Participation rate | 32.4% | 35.3%-2.9pp | 55.1%-22.7pp | 71.1%-38.7pp |
| Annual return | 8.65% | 9.30%-0.6pp | -21.93%+30.6pp | 48.65%-40.0pp |
| Employer contribution / active EE | $446 | $325+37.1% | $1,206-63.0% | $2,182-79.5% |
| Participant deferral / active EE | $948 | $808+17.3% | $1,897-50.0% | $3,356-71.8% |
| Admin fee / account holder | $40 | $73-44.8% | $2,697-98.5% | $70-42.8% |