Filed July 20, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $106,761 |
STIFEL NICOLAUS & CO INC4+ years Service code 27 | Advisory (Plan) | $44,454 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC. Service code 13 · EIN 13-3745616 | Contract Administrator | $27,570 |
BKD, LLP2 years Filed as: DIXON HUGHES GOODMAN Service code 10 · EIN 56-0747981 | Accounting | $18,962 |
NEWPORT GROUP, INC.4+ years Filed as: NEWPORT GROUP INC Service code 49 · EIN 27-2037969 | Other Services | $4,979 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL, NICOLAUS AND COMPANY Service code 27 · EIN 43-0538770 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $66,189 | $42,548+55.6% | $74,551-11.2% | $56,289+17.6% |
| Participation rate | 93.2% | 60.5%+32.8pp | 69.1%+24.1pp | 69.9%+23.4pp |
| Annual return | -3.90% | 12.40%-16.3pp | 32.53%-36.4pp | -9.96%+6.1pp |
| Employer contribution / active EE | $873 | $855+2.1% | $1,961-55.5% | $2,111-58.7% |
| Participant deferral / active EE | $5,801 | $2,277+154.7% | $3,108+86.6% | $3,350+73.2% |
| Admin fee / account holder | $711 | $467+52.2% | $5,059-85.9% | $521+36.5% |