Filed October 17, 2011 (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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,645,070 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $21,700 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORP Service code 49 · EIN 95-2834236 | Other Services | $4,574 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,469,698-100.0% | $267,477-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | 1130.68% | 7.68%+1123.0pp | -38.86%+1169.5pp | 7.68%+1123.0pp |
| Employer contribution / active EE | $0 | $9,142-100.0% | $37,756-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $16-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $16,942-100.0% | $19,323-100.0% |