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 COMPANY2+ years Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $18,728 |
RKL LLP1 year Filed as: RKL Service code 10 · EIN 23-2108173 | Accounting | $11,005 |
VALUE CONSULTING GROUP2+ years Filed as: VALUE MANAGEMENT Service code 34 2370 YORK RD · JAMISON, PA 18929 | Valuation (appraisals, etc.); Direct ... | $8,694 |
MARKLEY ACTUARIAL SERVICES, INC.2+ years Filed as: MARKLEY Service code 17 28 WEST KING ST · LANCASTER, PA 17603 | Pension Consulting | $5,324 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,670 | $57,921-62.6% | $84,753-74.4% | $57,658-62.4% |
| Participation rate | 93.0% | 72.9%+20.1pp | 76.6%+16.4pp | 70.2%+22.8pp |
| Annual return | -15.37% | 10.24%-25.6pp | 22.78%-38.1pp | 5.13%-20.5pp |
| Employer contribution / active EE | $1 | $2,598-99.9% | $3,574-100.0% | $1,974-99.9% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $118 | $130-9.2% | $5,333-97.8% | $95+24.5% |