Filed December 11, 2008
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 FINANCIAL GROUP Service code 15 · EIN 42-0127290 | Recordkeeping | $52,071 |
KRIEG DEVAULT LLP1 year Service code 29 · EIN 35-1055087 | Legal | $23,251 |
Filed as: FIDUCIARY TRUST SVCS, INC. Service code 21 · EIN 20-0070298 | Bank Trustee | $15,200 |
BKD, LLP1 year Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $15,080 |
LARRY RODEMAN TRUSTEE1 year Service code 20 · EIN 30-7489511 | Trustee (individual); Direct payment ... | $12,255 |
KATZ, SAPPER & MILLER1 year Filed as: KSM BUSINESS SVCS Service code 34 · EIN 35-2123203 | Valuation (appraisals, etc.); Direct ... | $10,500 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $24,037 | $69,305-65.3% | $82,312-70.8% | $69,631-65.5% |
| Participation rate | 98.9% | 80.3%+18.6pp | 76.9%+22.0pp | 70.7%+28.2pp |
| Annual return | 14.67% | 21.47%-6.8pp | 25.88%-11.2pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $3 | $1,887-99.8% | $2,428-99.9% | $2,032-99.8% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $198 | $97+103.9% | $5,608-96.5% | $110+79.4% |