Filed December 30, 1992 (most recent of 2 filings on file)
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: PRINCIPAL GLOBAL INVESTORS LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $148,535 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 18 · EIN 51-0099493 | Trustee (bank, trust company, or simi... | $129,753 |
CLEARSTEAD ADVISORS, LLC3 years Service code 27 1100 SUPERIOR AVE E · CLEVELAND, OH 44114 | Advisory (Plan) | $53,044 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 11 · EIN 42-0127290 | Actuarial | $41,216 |
MEADEN & MOORE, LTD.2 years Filed as: MEADEN & MOORE LTD Service code 10 · EIN 34-1818258 | Accounting | $12,300 |
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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $325,553-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 2.1%-2.1pp |
| Annual return | 1.56% | 8.17%-6.6pp | 9.17%-7.6pp | 7.65%-6.1pp |
| Employer contribution / active EE | $0 | $16,702-100.0% | $40,523-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $776-100.0% | $42-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $17,411-100.0% | $193-100.0% |