Filed June 29, 2012
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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,000 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING RETIREMENT SVC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $40,000 |
MERCER3 years Service code 11 · EIN 13-2834414 | Actuarial | $35,000 |
ARMANINO LLP1 year Filed as: ARMANINO Service code 10 · EIN 94-6214841 | Accounting | $6,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -23.68% | 1.88%-25.6pp | -5.12%-18.6pp | 2.78%-26.5pp |
| Employer contribution / active EE | $5,965 | $8,732-31.7% | $31,020-80.8% | $15,276-61.0% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |