Filed April 23, 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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $457,736 |
ORENDA RETIREMENT, LLC3 years Service code 13 · EIN 36-4877979 | Contract Administrator | $148,501 |
Service code 27 · EIN 82-1434504 | Advisory (Plan) | $81,680 |
EGPS1 year Service code 13 · EIN 13-3180178 | Contract Administrator | $69,973 |
WBL1 year Filed as: WBL ADVISORS Service code 10 · EIN 58-1460137 | Accounting | $50,189 |
KILPATRICK TOWNSEND1 year Filed as: KILPATRICK Service code 29 · EIN 58-0511774 | Legal | $39,993 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 26 · EIN 43-1451524 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,524 | $45,022+65.5% | $85,240-12.6% | $200,096-62.8% |
| Participation rate | 97.8% | 45.8%+51.9pp | 67.5%+30.2pp | 72.0%+25.7pp |
| Annual return | 18.80% | 21.00%-2.2pp | 66.75%-48.0pp | 34.26%-15.5pp |
| Employer contribution / active EE | $3,945 | $1,374+187.0% | $2,735+44.2% | $3,038+29.9% |
| Participant deferral / active EE | $9,145 | $2,682+240.9% | $4,527+102.0% | $5,090+79.7% |
| Admin fee / account holder | $284 | $585-51.5% | $6,165-95.4% | $269+5.4% |