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 | $230,913 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $65,921 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,145 | $73,034-47.8% | $76,891-50.4% | $80,187-52.4% |
| Participation rate | 97.2% | 78.1%+19.1pp | 69.6%+27.6pp | 72.9%+24.2pp |
| Annual return | 19.60% | 18.56%+1.0pp | 37.91%-18.3pp | 40.40%-20.8pp |
| Employer contribution / active EE | $1 | $2,779-100.0% | $2,534-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $4,738 | $4,140+14.4% | $3,833+23.6% | $5,016-5.5% |
| Admin fee / account holder | $192 | $104+85.1% | $5,488-96.5% | $145+32.4% |