Filed November 30, 2004
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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,307 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $39,012 |
THE BOELTER COMPANIES, INC.1 year Service code 49 · EIN 39-0752036 | Other Services | $7,957 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,258 | $71,142-20.9% | $119,609-53.0% | $64,808-13.2% |
| Participation rate | 95.4% | 78.6%+16.7pp | 79.3%+16.1pp | 71.5%+23.9pp |
| Annual return | -15.76% | -10.01%-5.7pp | -14.97%-0.8pp | 32.82%-48.6pp |
| Employer contribution / active EE | $1,727 | $2,497-30.8% | $4,232-59.2% | $2,506-31.1% |
| Participant deferral / active EE | $5,643 | $4,490+25.7% | $5,602+0.7% | $4,310+30.9% |
| Admin fee / account holder | $87 | $162-46.3% | $10,323-99.2% | $188-53.7% |