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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $443,330 |
CAPFINANCIAL PARTNERS LLC5 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $60,906 |
ERNST & YOUNG LLP6 years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $32,110 |
Filed as: FIDELITY GLOBAL BROKERAGE GROUP INC Service code 33 · EIN 04-3257666 | Recordkeeping fees; Securities broker... | $9,590 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,820 | $52,626+228.4% | $98,508+75.4% | $93,010+85.8% |
| Participation rate | 97.9% | 65.3%+32.5pp | 73.3%+24.5pp | 73.9%+24.0pp |
| Annual return | 16.54% | 16.95%-0.4pp | 1495.22%-1478.7pp | 158.70%-142.2pp |
| Employer contribution / active EE | $6,143 | $1,894+224.4% | $2,961+107.5% | $2,705+127.1% |
| Participant deferral / active EE | $7,586 | $2,907+161.0% | $4,276+77.4% | $4,561+66.3% |
| Admin fee / account holder | $160 | $102+56.5% | $5,956-97.3% | $152+5.5% |