Filed October 5, 2006 (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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,974 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $22,063 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN & MOORE Service code 10 · EIN 34-1818258 | Accounting | $8,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,673 | $75,284+8.5% | $91,004-10.3% | $69,634+17.3% |
| Participation rate | 37.8% | 80.4%-42.6pp | 75.6%-37.8pp | 70.7%-32.9pp |
| Annual return | 36.49% | 48.40%-11.9pp | 4.60%+31.9pp | 27572.26%-27535.8pp |
| Employer contribution / active EE | $54 | $2,473-97.8% | $2,456-97.8% | $2,032-97.3% |
| Participant deferral / active EE | $991 | $3,700-73.2% | $3,548-72.1% | $3,224-69.3% |
| Admin fee / account holder | $253 | $111+128.6% | $5,417-95.3% | $110+128.9% |