Filed October 9, 2003
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 |
|---|---|---|
DIETRICH & ASSOCIATES1 year Service code 15 404 N 31ST SUITE 213 · BILLINGS, MT 59101 | Recordkeeping | $75,000 |
RSM US LLP5 years Service code 10 · EIN 42-0714325 | Accounting | $55,961 |
SMS RETIREMENT3 years Service code 11 4540 COOPER RD #303 · CINCINNATI, OH 45242 | Actuarial | $36,175 |
Filed as: SQUIRE, PATTON & BOGGS Service code 29 70 W MADISON ST · CHICAGO, IL 60602 | Legal | $18,166 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 19 · EIN 42-0127290 | Securities Custodian | $12,641 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,289-100.0% | $106,128-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.2%-12.2pp | 43.7%-43.7pp |
| Annual return | -2.27% | 3.31%-5.6pp | 5.04%-7.3pp | 13.05%-15.3pp |
| Employer contribution / active EE | $0 | $33,999-100.0% | $26,454-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |