Filed March 13, 2009
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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $83,894 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $13,907 |
RPA FINANCIAL LLC2 years Service code 27 · EIN 83-1143379 | Advisory (Plan) | $10,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $284,260-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.2%-17.2pp | 18.6%-18.6pp |
| Annual return | 8.30% | 9.16%-0.9pp | 44.37%-36.1pp | 9.77%-1.5pp |
| Employer contribution / active EE | $8,800 | $9,091-3.2% | $36,004-75.6% | $13,890-36.6% |
| Participant deferral / active EE | $0 | $39-100.0% | $159-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $266,169-100.0% | $2,893-100.0% |