Filed January 5, 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 |
|---|---|---|
PRAIRIE CAPITAL ADVISORS9 years Service code 34 · EIN 36-4072641 | Direct payment from the plan; Valuati... | $40,312 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,615 |
Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 27 · EIN 82-3226180 | Advisory (Plan) | $36,037 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $18,125 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,495 | $88,982+77.0% | $102,438+53.7% | $77,671+102.8% |
| Participation rate | 95.9% | 80.9%+15.0pp | 76.5%+19.5pp | 70.6%+25.4pp |
| Annual return | 38.31% | 25.01%+13.3pp | 29.37%+8.9pp | 31.21%+7.1pp |
| Employer contribution / active EE | $3,615 | $2,698+34.0% | $3,024+19.5% | $2,726+32.6% |
| Participant deferral / active EE | $6,447 | $5,144+25.3% | $5,054+27.6% | $4,648+38.7% |
| Admin fee / account holder | $266 | $236+13.0% | $9,448-97.2% | $430-38.2% |