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 |
|---|---|---|
IRS1 year Service code 49 · EIN 23-1542546 | Other Services | $162,599 |
Filed as: PRINCIPAL Service code 13 · EIN 42-0127290 | Contract Administrator | $43,522 |
Filed as: VALUATION Service code 34 · EIN 23-2639318 | Direct payment from the plan; Valuati... | $11,599 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,820 | $64,176-38.0% | $112,263-64.5% | $66,949-40.5% |
| Participation rate | 97.9% | 68.4%+29.5pp | 75.1%+22.9pp | 69.8%+28.1pp |
| Annual return | 37.94% | -13.80%+51.7pp | 27.49%+10.5pp | 1.57%+36.4pp |
| Employer contribution / active EE | $2,604 | $3,007-13.4% | $3,636-28.4% | $2,545+2.3% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $654 | $626+4.6% | $6,410-89.8% | $594+10.3% |