Filed January 19, 2006
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,180 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 49 · EIN 74-2794194 | Other Services | $12,366 |
ASCENSUS LLC1+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 49 · EIN 31-1560462 | Other Services | $4,855 |
NFP RETIREMENT INC1+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $1,618 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $149,033 | $52,678+182.9% | $75,784+96.7% | $59,633+149.9% |
| Participation rate | 96.4% | 67.2%+29.2pp | 75.8%+20.6pp | 68.7%+27.7pp |
| Annual return | 1.21% | 2.95%-1.7pp | 9.68%-8.5pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $1,963 | $2,193-10.5% | $3,323-40.9% | $2,203-10.9% |
| Participant deferral / active EE | $2,852 | $2,591+10.1% | $3,652-21.9% | $3,192-10.6% |
| Admin fee / account holder | $301 | $3,610-91.7% | $5,300-94.3% | $4,297-93.0% |