Filed April 17, 1998 (most recent of 3 filings on file)
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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,575 |
SECURITIES AMERICA INC5 years Filed as: SECURITIES AMERICA, INC. Service code 49 · EIN 11-2551174 | Other Services | $14,215 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $5,167 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,486 | $60,504-77.7% | $81,882-83.5% | $74,478-81.9% |
| Participation rate | 92.9% | 62.9%+30.0pp | 72.4%+20.5pp | 67.2%+25.7pp |
| Annual return | 23.65% | 16.91%+6.7pp | 779.47%-755.8pp | 1370.56%-1346.9pp |
| Employer contribution / active EE | $669 | $2,627-74.5% | $2,916-77.1% | $2,626-74.5% |
| Participant deferral / active EE | $2,835 | $3,400-16.6% | $4,323-34.4% | $4,350-34.8% |
| Admin fee / account holder | $106 | $1,492-92.9% | $7,360-98.6% | $1,946-94.5% |