Filed May 11, 2011 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PROASSURANCE5 years Service code 49 · EIN 63-1285505 | Other Services | $99,704 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,186 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,315 | $111,491+148.7% | $189,534+46.3% | $86,828+219.4% |
| Participation rate | 79.7% | 87.3%-7.6pp | 87.8%-8.1pp | 72.3%+7.4pp |
| Annual return | 15.73% | 83.50%-67.8pp | 555.39%-539.7pp | 97.95%-82.2pp |
| Employer contribution / active EE | $4,168 | $3,951+5.5% | $6,162-32.4% | $2,406+73.2% |
| Participant deferral / active EE | $8,569 | $6,437+33.1% | $8,220+4.2% | $4,132+107.4% |
| Admin fee / account holder | $25 | $189-86.9% | $12,049-99.8% | $170-85.4% |