Filed August 7, 2012
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $188,747 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $31,250 |
Filed as: LEAF HOUSE FINANCIAL ADVISORS LLC Service code 27 · EIN 26-4311657 | Advisory (Plan) | $7,469 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,588 | $77,559-69.6% | $68,612-65.6% | $75,289-68.7% |
| Participation rate | 96.6% | 78.3%+18.3pp | 72.2%+24.4pp | 72.4%+24.2pp |
| Annual return | -3.84% | -1.01%-2.8pp | -4.63%+0.8pp | -0.04%-3.8pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $2,625-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,706 | $3,128-13.5% | $3,311-18.3% | $3,739-27.6% |
| Admin fee / account holder | $174 | $90+92.3% | $5,131-96.6% | $102+69.9% |