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 | $219,049 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $60,401 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,150 | $77,197-59.6% | $86,645-64.0% | $93,010-66.5% |
| Participation rate | 98.0% | 78.2%+19.8pp | 71.7%+26.3pp | 73.9%+24.1pp |
| Annual return | 14.93% | 16.31%-1.4pp | 63.52%-48.6pp | 158.70%-143.8pp |
| Employer contribution / active EE | $0 | $2,514-100.0% | $2,496-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $3,747 | $3,831-2.2% | $3,700+1.3% | $4,561-17.8% |
| Admin fee / account holder | $161 | $105+53.1% | $5,830-97.2% | $152+5.9% |