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.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,522 |
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION SPECIALISTS LTD. Service code 13 | Contract Administrator | $20,867 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: US RETIREMENT PLAN PORTFOLLIO ADV Service code 27 · EIN 27-1375025 | Advisory (Plan) | $19,284 |
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION SPECIALISTS LTD Service code 13 · EIN 36-3592542 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $185,905-100.0% | $170,057-100.0% | $139,487-100.0% |
| Participation rate | 0.0% | 87.8%-87.8pp | 87.0%-87.0pp | 80.3%-80.3pp |
| Annual return | -88.58% | 60.56%-149.1pp | 53.42%-142.0pp | 373.84%-462.4pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |