Filed April 30, 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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,055,782 |
MERCER1 year Service code 16 · EIN 13-2834414 | Consulting | $30,000 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $22,888 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310632 | Investment Management | $4 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $333,852 | $41,410+706.2% | $84,029+297.3% | $82,204+306.1% |
| Participation rate | 0.0% | 57.6%-57.6pp | 69.0%-69.0pp | 73.4%-73.4pp |
| Annual return | 24.81% | 21.09%+3.7pp | 71.32%-46.5pp | 26.31%-1.5pp |
| Employer contribution / active EE | $1,214 | $833+45.7% | $1,984-38.8% | $2,707-55.2% |
| Participant deferral / active EE | $2,426 | $1,628+49.0% | $3,239-25.1% | $4,246-42.9% |
| Admin fee / account holder | $985 | $89+1009.8% | $6,102-83.9% | $76+1203.4% |