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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,404,135 |
Filed as: PIETZSCH LAW GROUP, P. A Service code 13 · EIN 81-0574082 | Contract Administrator | $229,299 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 16 · EIN 22-3570392 | Consulting | $67,500 |
LPL FINANCIAL9+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $44,064 |
CLIFTONLARSONALLEN LLP5 years Service code 10 · EIN 41-0746749 | Accounting | $17,588 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $8,462 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,528 | $119,999-72.1% | $70,589-52.5% | $96,393-65.2% |
| Participation rate | 84.9% | 66.2%+18.7pp | 68.4%+16.5pp | 71.3%+13.6pp |
| Annual return | 112.38% | 20.36%+92.0pp | 32.80%+79.6pp | 22.88%+89.5pp |
| Employer contribution / active EE | $1,253 | $4,602-72.8% | $2,977-57.9% | $3,239-61.3% |
| Participant deferral / active EE | $3,050 | $4,604-33.8% | $4,569-33.3% | $5,455-44.1% |
| Admin fee / account holder | $43 | $95-54.9% | $6,430-99.3% | $74-42.3% |