Filed December 2, 2011 (most recent of 4 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $517,636 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $151,385 |
OSAIC WEALTH INC1 year Filed as: OSAIC FA, INC. Service code 49 · EIN 35-1151034 | Other Services | $42,234 |
Service code 10 · EIN 54-1670018 | Accounting | $15,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,102 | $122,128+32.7% | $147,117+10.2% | $200,096-19.0% |
| Participation rate | 98.1% | 78.2%+20.0pp | 82.2%+15.9pp | 72.0%+26.1pp |
| Annual return | 18.89% | 30.58%-11.7pp | 420.54%-401.6pp | 34.26%-15.4pp |
| Employer contribution / active EE | $6,990 | $4,093+70.8% | $4,932+41.7% | $3,038+130.1% |
| Participant deferral / active EE | $13,765 | $8,484+62.2% | $8,065+70.7% | $5,090+170.4% |
| Admin fee / account holder | $209 | $180+16.3% | $12,993-98.4% | $269-22.5% |