Filed June 2, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $104,768 |
CORNERSTONE ADVISORS ASSET MGMT4+ years Filed as: CORNERSTONE INSTITUTIONAL INVESTORS Service code 27 · EIN 23-2933229 | Advisory (Plan) | $70,928 |
RKL LLP1 year Service code 10 · EIN 23-2108173 | Accounting | $9,525 |
Service code 49 | Other Services | $5,900 |
MARKLEY ACTUARIAL SERVICES, INC.4+ years Filed as: MARKLEY ACTUARIAL SERVICES INC Service code 49 · EIN 23-2439467 | Other Services | $5,697 |
Filed as: THE RETIREMENT ADVANTAGE, INC Service code 49 · EIN 39-1816008 | Other Services | $0 |
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 | $51,606 | $56,443-8.6% | $83,831-38.4% | $55,725-7.4% |
| Participation rate | 93.6% | 72.0%+21.6pp | 76.1%+17.5pp | 70.9%+22.8pp |
| Annual return | -2.07% | 393.67%-395.7pp | 850.99%-853.1pp | 244.93%-247.0pp |
| Employer contribution / active EE | $816 | $2,682-69.6% | $3,631-77.5% | $2,078-60.7% |
| Participant deferral / active EE | $5,707 | $2,965+92.5% | $4,082+39.8% | $3,356+70.1% |
| Admin fee / account holder | $267 | $156+70.6% | $5,479-95.1% | $115+131.5% |