Filed April 30, 2003
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,542 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 49 · EIN 74-2794194 | Other Services | $26,856 |
KING MCNAMARA MORIARTY1+ years Filed as: KING, MCNAMARA & MORIARTY Service code 10 · EIN 04-2686846 | Accounting | $10,000 |
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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $0 | $50,876-100.0% | $154,906-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 15.7%-15.7pp | 21.1%-21.1pp | 15.7%-15.7pp |
| Annual return | -2.98% | -7.14%+4.2pp | -0.22%-2.8pp | -7.14%+4.2pp |
| Employer contribution / active EE | $8,929 | $14,613-38.9% | $35,165-74.6% | $14,613-38.9% |
| Participant deferral / active EE | $0 | $60-100.0% | $80-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $4,675-100.0% | $1,191-100.0% |