Filed November 29, 2007
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 | $106,721 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $25,000 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,377 | $50,820-14.6% | $155,567-72.1% | $77,671-44.2% |
| Participation rate | 53.7% | 63.1%-9.4pp | 78.2%-24.5pp | 70.6%-16.8pp |
| Annual return | 14.74% | 34.85%-20.1pp | 64.74%-50.0pp | 31.21%-16.5pp |
| Employer contribution / active EE | $1,614 | $1,993-19.0% | $4,674-65.5% | $2,726-40.8% |
| Participant deferral / active EE | $3,630 | $2,823+28.6% | $5,628-35.5% | $4,648-21.9% |
| Admin fee / account holder | $173 | $436-60.3% | $15,916-98.9% | $430-59.8% |