Filed July 23, 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 |
|---|---|---|
Filed as: MCKINLEY CARTER WEALTH Service code 27 · EIN 54-2111721 | Advisory (Plan) | $54,268 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,190 |
DUNBAR, BENDER & ZAPF, INC.2 years Filed as: DUNBAR BENDER & ZAPF Service code 13 · EIN 25-1650062 | Contract Administrator | $29,048 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,251 | $50,815+10.7% | $155,509-63.8% | $77,643-27.6% |
| Participation rate | 62.8% | 63.1%-0.3pp | 78.2%-15.4pp | 70.6%-7.8pp |
| Annual return | 9.48% | 34.80%-25.3pp | 64.67%-55.2pp | 31.24%-21.8pp |
| Employer contribution / active EE | $833 | $1,993-58.2% | $4,672-82.2% | $2,726-69.4% |
| Participant deferral / active EE | $2,137 | $2,822-24.3% | $5,626-62.0% | $4,647-54.0% |
| Admin fee / account holder | $294 | $437-32.8% | $15,912-98.2% | $430-31.8% |