Filed October 18, 2004
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 | $100,055 |
BLUEPRINT FINANCIAL10+ years Service code 27 · EIN 26-0811222 | Advisory (Plan) | $99,966 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $208,972 | $88,982+134.8% | $102,438+104.0% | $77,671+169.0% |
| Participation rate | 99.4% | 80.9%+18.5pp | 76.5%+22.9pp | 70.6%+28.9pp |
| Annual return | 12.78% | 25.01%-12.2pp | 29.37%-16.6pp | 31.21%-18.4pp |
| Employer contribution / active EE | $11,517 | $2,698+326.8% | $3,024+280.9% | $2,726+322.4% |
| Participant deferral / active EE | $8,557 | $5,144+66.4% | $5,054+69.3% | $4,648+84.1% |
| Admin fee / account holder | $442 | $236+87.5% | $9,448-95.3% | $430+2.6% |