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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $468,547 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $62,538 |
ERNST & YOUNG LLP5 years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $36,240 |
Filed as: FIDELITY GLOBAL BROKERAGE GROUP INC Service code 33 · EIN 04-3257666 | Recordkeeping fees; Account maintenan... | $8,446 |
KUTAK ROCK LLP5 years Service code 29 · EIN 47-0597598 | Legal | $8,081 |
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 | $149,439 | $47,634+213.7% | $90,468+65.2% | $90,274+65.5% |
| Participation rate | 98.4% | 67.5%+30.9pp | 72.7%+25.7pp | 73.4%+25.0pp |
| Annual return | 13.89% | 19.61%-5.7pp | 1294.94%-1281.1pp | 53.97%-40.1pp |
| Employer contribution / active EE | $6,015 | $1,749+243.9% | $3,264+84.3% | $2,523+138.3% |
| Participant deferral / active EE | $7,127 | $2,824+152.4% | $3,964+79.8% | $4,231+68.5% |
| Admin fee / account holder | $169 | $106+59.7% | $5,614-97.0% | $114+48.5% |