Filed October 18, 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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $354,721 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $38,535 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG LLP PNC BANK CO EY US Service code 10 · EIN 34-6565596 | Accounting | $26,800 |
KUTAK ROCK LLP2 years Service code 29 · EIN 47-0597598 | Legal | $16,854 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,207 | $41,256+193.8% | $86,593+40.0% | $77,958+55.5% |
| Participation rate | 96.7% | 63.0%+33.7pp | 73.5%+23.2pp | 71.6%+25.1pp |
| Annual return | 13.97% | 17.67%-3.7pp | 965.08%-951.1pp | 20.87%-6.9pp |
| Employer contribution / active EE | $4,962 | $1,613+207.7% | $2,840+74.7% | $2,310+114.8% |
| Participant deferral / active EE | $6,094 | $2,332+161.3% | $3,609+68.9% | $3,537+72.3% |
| Admin fee / account holder | $121 | $71+71.5% | $4,904-97.5% | $97+24.7% |