Filed April 4, 2011
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 | $236,347 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $164,086 |
OSAIC WEALTH INC1 year Filed as: OSAIC FA, INC. Service code 27 · EIN 35-1151034 | Advisory (Plan) | $39,140 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,055 | $122,128-10.7% | $147,117-25.9% | $200,096-45.5% |
| Participation rate | 63.2% | 78.2%-14.9pp | 82.2%-19.0pp | 72.0%-8.8pp |
| Annual return | 13.15% | 30.58%-17.4pp | 420.54%-407.4pp | 34.26%-21.1pp |
| Employer contribution / active EE | $1,817 | $4,093-55.6% | $4,932-63.2% | $3,038-40.2% |
| Participant deferral / active EE | $5,725 | $8,484-32.5% | $8,065-29.0% | $5,090+12.5% |
| Admin fee / account holder | $200 | $180+11.4% | $12,993-98.5% | $269-25.7% |