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 15 · EIN 42-0127290 | Recordkeeping | $21,586 |
ERNST & YOUNG LLP3+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $18,000 |
CAPFINANCIAL PARTNERS LLC3+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $14,642 |
KUTAK ROCK LLP2 years Service code 29 · EIN 47-0597598 | Legal | $5,156 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $44,091-100.0% | $128,366-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 4.5%-4.5pp |
| Annual return | 14.82% | 10.88%+3.9pp | 9.39%+5.4pp | 13.95%+0.9pp |
| Employer contribution / active EE | $18,182 | $18,458-1.5% | $33,466-45.7% | $16,598+9.5% |
| Participant deferral / active EE | $0 | $2,276-100.0% | $657-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,132-100.0% | $612-100.0% |