Filed November 9, 2005
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,582 |
Filed as: MSI FINANCIAL SERVICES, INC Service code 27 | Advisory (Plan) | $37,589 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 · EIN 23-3044062 | Contract Administrator | $13,737 |
COHNREZNICK LLP2+ years Service code 10 · EIN 22-1478099 | Accounting | $11,137 |
Filed as: MSI FINANCIAL SERVICES Service code 27 · EIN 13-3175978 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $42,038 | $61,125-31.2% | $108,582-61.3% | $63,975-34.3% |
| Participation rate | 97.6% | 80.5%+17.1pp | 79.6%+18.0pp | 71.1%+26.5pp |
| Annual return | 10.69% | 14.06%-3.4pp | -51.70%+62.4pp | 48.65%-38.0pp |
| Employer contribution / active EE | $939 | $2,237-58.0% | $3,758-75.0% | $2,182-56.9% |
| Participant deferral / active EE | $3,807 | $3,574+6.5% | $4,311-11.7% | $3,356+13.4% |
| Admin fee / account holder | $26 | $72-63.8% | $7,645-99.7% | $70-63.0% |