Filed February 20, 2013
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 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,504 |
FNBB CAPITAL MARKETS LLC4+ years Filed as: FNBB CAPITAL MARKETS Service code 27 · EIN 20-0532898 | Advisory (Plan) | $35,281 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,467 | $122,042-48.0% | $184,260-65.6% | $74,459-14.8% |
| Participation rate | 91.0% | 85.5%+5.5pp | 86.8%+4.1pp | 67.2%+23.7pp |
| Annual return | 11.72% | 19.91%-8.2pp | 28.84%-17.1pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $2,475 | $4,537-45.5% | $6,427-61.5% | $2,626-5.7% |
| Participant deferral / active EE | $4,708 | $7,143-34.1% | $9,133-48.4% | $4,350+8.2% |
| Admin fee / account holder | $410 | $1,252-67.3% | $13,898-97.1% | $1,945-78.9% |