Filed January 1, 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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,495 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $8,848 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,162 | $50,919-85.9% | $155,556-95.4% | $77,762-90.8% |
| Participation rate | 67.4% | 63.1%+4.3pp | 78.2%-10.9pp | 70.6%-3.2pp |
| Annual return | 3.97% | 34.84%-30.9pp | 64.84%-60.9pp | 31.27%-27.3pp |
| Employer contribution / active EE | $536 | $1,991-73.1% | $4,675-88.5% | $2,728-80.4% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $290 | $437-33.7% | $15,885-98.2% | $433-33.1% |