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.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $103,803 |
CORNERSTONE ADVISORS ASSET MGMT5+ years Filed as: CORNERSTONE INSTITUTIONAL INVESTORS Service code 27 · EIN 23-2933229 | Advisory (Plan) | $64,489 |
MARKLEY ACTUARIAL SERVICES, INC.5+ years Filed as: MARKLEY ACTUARIAL SERVICES INC Service code 49 · EIN 23-2439467 | Other Services | $0 |
RKL LLP2 years Service code 10 · EIN 23-2108173 | Accounting | $0 |
THE RETIREMENT ADVANTAGE INC2 years Service code 49 | Other Services | $0 |
THE RETIREMENT ADVANTAGE INC2 years 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 | $61,244 | $66,650-8.1% | $92,915-34.1% | $67,582-9.4% |
| Participation rate | 95.3% | 72.5%+22.7pp | 76.0%+19.2pp | 71.3%+24.0pp |
| Annual return | 26.02% | 92.64%-66.6pp | 109.45%-83.4pp | 378.57%-352.6pp |
| Employer contribution / active EE | $1,574 | $2,777-43.3% | $3,653-56.9% | $2,148-26.7% |
| Participant deferral / active EE | $6,322 | $3,160+100.1% | $4,238+49.2% | $3,539+78.6% |
| Admin fee / account holder | $240 | $199+20.4% | $5,796-95.9% | $142+68.5% |