Filed January 6, 2006
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $500,386 |
Filed as: INDEPENDENT FINANCIAL PARTNERS FBO Service code 16 · EIN 59-3331424 | Consulting | $57,405 |
APW CAPITAL INC2 years Service code 49 · EIN 22-3526587 | Other Services | $48,386 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 16 · EIN 61-1758632 | Consulting | $21,000 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 16 · EIN 43-1451524 | Consulting | $20,532 |
JACKSON LEWIS P.C.1 year Service code 16 · EIN 46-3862389 | Consulting | $16,880 |
BAKER NEWMAN NOYES3 years Filed as: BAKER NEWMAN & NOYES, LLC Service code 10 · EIN 01-0494526 | Accounting | $15,000 |
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $205 |
Filed as: GREAT-WEST LIFE & ANNUITY INS COMP Service code 15 | Recordkeeping | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $63,737 | $45,382+40.4% | $154,110-58.6% | $75,289-15.3% |
| Participation rate | 74.7% | 65.9%+8.8pp | 83.0%-8.4pp | 72.4%+2.2pp |
| Annual return | -4.11% | -0.47%-3.6pp | 735.22%-739.3pp | -0.04%-4.1pp |
| Employer contribution / active EE | $2,330 | $1,533+52.0% | $5,298-56.0% | $2,405-3.1% |
| Participant deferral / active EE | $3,818 | $2,384+60.1% | $5,081-24.9% | $3,739+2.1% |
| Admin fee / account holder | $124 | $89+39.3% | $13,412-99.1% | $102+21.6% |