Filed September 26, 2003
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 | $18,967 |
CROWE LLP1+ years Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $16,000 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $11,085 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,770 | $70,667+17.1% | $123,105-32.8% | $52,331+58.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 0.31% | 6.23%-5.9pp | 13.22%-12.9pp | 4.54%-4.2pp |
| Employer contribution / active EE | $6,242 | $2,946+111.9% | $5,151+21.2% | $1,882+231.7% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,229-100.0% | $3,022-100.0% |
| Admin fee / account holder | $178 | $506-64.9% | $9,014-98.0% | $592-69.9% |