Filed December 28, 2004 (most recent of 3 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $217,410 |
Filed as: IFP ADVISORS INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $38,000 |
MERCER2+ years Service code 27 · EIN 91-0675641 | Advisory (Plan) | $20,136 |
Filed as: HARDING SHYMANSKI & CO Service code 27 · EIN 03-5134621 | Advisory (Plan) | $8,750 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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.
Plan reported a final filing / termination within the last year.
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 | $0 | $618,180-100.0% | $500,101-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 36.3%-36.3pp | 21.3%-21.3pp | 45.6%-45.6pp |
| Annual return | 4.65% | -3.24%+7.9pp | 2.08%+2.6pp | 4.16%+0.5pp |
| Employer contribution / active EE | $0 | $79,753-100.0% | $47,324-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $0 | $78-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $1,661-100.0% | $1,916-100.0% | $21,465-100.0% |