Filed August 18, 2005 (most recent of 3 filings on file)
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 | $916,582 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $49,500 |
FRAZIER & DEETER, LLC6 years Filed as: FRAZIER & DEETER Service code 10 · EIN 58-1433845 | Accounting | $9,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported the discovery of a loss from fraud or dishonesty.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,536 | $99,313-60.2% | $69,632-43.2% | $99,313-60.2% |
| Participation rate | 74.7% | 71.7%+3.0pp | 66.4%+8.2pp | 71.7%+3.0pp |
| Annual return | 13.18% | 17.67%-4.5pp | 101.32%-88.1pp | 17.67%-4.5pp |
| Employer contribution / active EE | $993 | $3,264-69.6% | $1,708-41.9% | $3,264-69.6% |
| Participant deferral / active EE | $2,904 | $5,346-45.7% | $2,889+0.5% | $5,346-45.7% |
| Admin fee / account holder | $113 | $109+3.8% | $4,695-97.6% | $109+3.8% |