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 COMPANY2+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 | Contract Administrator | $24,386 |
BENNETT THRASHER LLP2+ years Filed as: BENNETT THRASHER Service code 10 · EIN 58-1673613 | Accounting | $9,000 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ VALUATION Service code 34 · EIN 34-1851246 | Valuation (appraisals, etc.) | $8,867 |
KILPATRICK TOWNSEND1 year Service code 29 · EIN 58-0511774 | Legal | $5,588 |
HAZARD & SIEGEL INC2+ years Filed as: HAZARD & SIEGEL, INC. Service code 49 · EIN 16-0954584 | Other Services | $3,334 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $120,249 | $63,905+88.2% | $74,184+62.1% | $57,658+108.6% |
| Participation rate | 59.6% | 79.8%-20.1pp | 76.6%-17.0pp | 70.2%-10.6pp |
| Annual return | 9.18% | 60.60%-51.4pp | 17.74%-8.6pp | 5.13%+4.0pp |
| Employer contribution / active EE | $3,068 | $1,840+66.7% | $2,370+29.4% | $1,974+55.4% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $93 | $91+2.0% | $5,586-98.3% | $95-1.7% |