Filed March 9, 2009
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,540 |
LOREN D. STARK COMPANY3+ years Service code 13 · EIN 74-1537058 | Contract Administrator | $3,420 |
EDWARD JONES3+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $0 |
LOREN D. STARK COMPANY3+ years Filed as: LOREN D. STARK COMPANY INC Service code 13 | Contract Administrator | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,175 | $58,726-41.8% | $92,239-62.9% | $62,293-45.1% |
| Participation rate | 59.4% | 68.3%-9.0pp | 76.5%-17.1pp | 69.5%-10.1pp |
| Annual return | 11.47% | 43.62%-32.1pp | 176.29%-164.8pp | 28.90%-17.4pp |
| Employer contribution / active EE | $450 | $2,392-81.2% | $3,680-87.8% | $2,042-78.0% |
| Participant deferral / active EE | $1,483 | $2,766-46.4% | $3,897-62.0% | $3,169-53.2% |
| Admin fee / account holder | $191 | $556-65.7% | $5,194-96.3% | $479-60.1% |