Filed April 29, 2008 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 27 · EIN 74-2794194 | Advisory (Plan) | $24,453 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,025 |
BAKER TILLY US, LLP1 year Filed as: BAKER T, V, KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $10,355 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $7,681 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,112 | $32,425+162.5% | $74,577+14.1% | $55,167+54.3% |
| Participation rate | 83.7% | 54.0%+29.7pp | 68.1%+15.6pp | 69.0%+14.7pp |
| Annual return | 8.82% | 10.63%-1.8pp | 20.47%-11.6pp | 169.23%-160.4pp |
| Employer contribution / active EE | $2,403 | $1,043+130.3% | $2,525-4.8% | $1,963+22.4% |
| Participant deferral / active EE | $3,998 | $1,995+100.4% | $3,458+15.6% | $3,054+30.9% |
| Admin fee / account holder | $309 | $748-58.7% | $4,138-92.5% | $504-38.6% |