Filed December 2, 2011
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,705 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $13,518 |
SCHWARTZ GIANNINI LANTSB1 year Filed as: SCHWARTZ GIANNI Service code 10 · EIN 68-0290029 | Accounting | $7,050 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,092 | $48,261-52.2% | $68,612-66.3% | $55,725-58.6% |
| Participation rate | 96.1% | 71.0%+25.1pp | 72.2%+23.9pp | 70.9%+25.3pp |
| Annual return | -6.57% | -2.61%-4.0pp | -4.63%-1.9pp | 244.93%-251.5pp |
| Employer contribution / active EE | $797 | $1,742-54.3% | $2,625-69.6% | $2,078-61.7% |
| Participant deferral / active EE | $3,488 | $2,712+28.6% | $3,311+5.4% | $3,356+4.0% |
| Admin fee / account holder | $75 | $126-40.3% | $5,131-98.5% | $115-34.6% |