Filed September 21, 1992
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $159,472 |
HAZARD & SIEGEL AGENCY LLC10+ years Service code 49 · EIN 20-0044877 | Other Services | $54,404 |
HAZARD & SIEGEL INC10+ years Service code 49 · EIN 16-0954584 | Other Services | $38,235 |
BENNETT THRASHER LLP10+ years Filed as: BENNETT THRASHER Service code 10 · EIN 58-1683616 | Accounting | $12,803 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,405 | $110,258-40.7% | $102,460-36.2% | $200,096-67.3% |
| Participation rate | 93.7% | 86.3%+7.4pp | 76.5%+17.2pp | 72.0%+21.7pp |
| Annual return | 10.84% | 35.78%-24.9pp | 29.47%-18.6pp | 34.26%-23.4pp |
| Employer contribution / active EE | $937 | $3,605-74.0% | $3,025-69.0% | $3,038-69.1% |
| Participant deferral / active EE | $4,087 | $6,377-35.9% | $5,056-19.2% | $5,090-19.7% |
| Admin fee / account holder | $122 | $122-0.5% | $9,460-98.7% | $269-54.8% |