Filed December 8, 2015
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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,702 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $7,150 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $58,885 | $47,078+25.1% | $100,671-41.5% | $55,191+6.7% |
| Participation rate | 71.3% | 58.0%+13.3pp | 70.7%+0.6pp | 69.2%+2.1pp |
| Annual return | 3.89% | 0.65%+3.2pp | 20.43%-16.5pp | 10.78%-6.9pp |
| Employer contribution / active EE | $1,835 | $1,065+72.2% | $4,012-54.3% | $1,899-3.4% |
| Participant deferral / active EE | $5,244 | $2,038+157.3% | $3,144+66.8% | $3,046+72.1% |
| Admin fee / account holder | $21 | $153-86.5% | $4,850-99.6% | $91-77.2% |