Filed October 16, 2015 (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.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 503922300 | Contract Administrator | $17,090 |
Service code 49 · EIN 04-3249931 | Other Services | $5,550 |
EQUITABLE ADVISORS LLC2 years Filed as: AXA EQUITABLE FINANCIAL SERVICE LLC Service code 13 · EIN 13-3623351 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Contract Administrator | $799 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,535 | $55,453-35.9% | $170,436-79.2% | $62,293-43.0% |
| Participation rate | 79.7% | 66.4%+13.3pp | 83.6%-3.9pp | 69.5%+10.1pp |
| Annual return | 12.52% | 21.38%-8.9pp | 205.94%-193.4pp | 28.90%-16.4pp |
| Employer contribution / active EE | $2,032 | $2,164-6.1% | $5,433-62.6% | $2,042-0.5% |
| Participant deferral / active EE | $2,253 | $2,303-2.2% | $4,939-54.4% | $3,169-28.9% |
| Admin fee / account holder | $112 | $455-75.3% | $13,880-99.2% | $479-76.5% |