Filed May 28, 2009
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 | $198,079 |
LPL FINANCIAL1+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $90,000 |
PIETZSCH, BONNETT & WOMACK, P.A.1+ years Filed as: PIETZSCH, BONNETT & Service code 29 · EIN 81-0574082 | Legal | $7,015 |
IBBOTSON ASSOCIATES INC.1+ years Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,941 | $84,728-62.3% | $60,547-47.2% | $69,651-54.1% |
| Participation rate | 33.6% | 63.7%-30.1pp | 68.0%-34.3pp | 66.6%-32.9pp |
| Annual return | 1.41% | -1.91%+3.3pp | 335.64%-334.2pp | 53.77%-52.4pp |
| Employer contribution / active EE | $397 | $3,261-87.8% | $2,419-83.6% | $2,241-82.3% |
| Participant deferral / active EE | $814 | $3,056-73.4% | $3,328-75.5% | $3,635-77.6% |
| Admin fee / account holder | $33 | $74-55.0% | $4,536-99.3% | $63-47.3% |