Filed August 24, 2010
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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,292 |
Filed as: NEW YORK LIFE SECURITIES Service code 49 · EIN 27-0145686 | Other Services | $8,498 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,957 | $102,553-4.5% | $151,611-35.4% | $66,914+46.4% |
| Participation rate | 88.3% | 85.5%+2.8pp | 87.5%+0.8pp | 69.8%+18.5pp |
| Annual return | -16.59% | -10.82%-5.8pp | 3.33%-19.9pp | 1.58%-18.2pp |
| Employer contribution / active EE | $3,207 | $4,180-23.3% | $6,166-48.0% | $2,544+26.1% |
| Participant deferral / active EE | $8,503 | $6,641+28.0% | $8,363+1.7% | $4,237+100.7% |
| Admin fee / account holder | $279 | $630-55.7% | $11,616-97.6% | $593-53.0% |