Filed June 22, 2010 (most recent of 3 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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,348 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $14,125 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,701 | $128,603-39.6% | $197,124-60.6% | $67,986+14.3% |
| Participation rate | 98.3% | 81.7%+16.7pp | 86.7%+11.6pp | 57.2%+41.1pp |
| Annual return | 17.46% | 23.77%-6.3pp | 44.34%-26.9pp | 31.67%-14.2pp |
| Employer contribution / active EE | $2,033 | $4,379-53.6% | $6,227-67.4% | $2,019+0.7% |
| Participant deferral / active EE | $4,169 | $6,840-39.1% | $9,135-54.4% | $3,358+24.1% |
| Admin fee / account holder | $303 | $3,035-90.0% | $16,298-98.1% | $3,203-90.5% |