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 |
|---|---|---|
ERNST & YOUNG LLP4+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $23,630 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,561 |
CAPFINANCIAL PARTNERS LLC4+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $16,427 |
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 | $9,193-100.0% | $145,218-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 20.5%-20.5pp | 4.7%-4.7pp |
| Annual return | -3.06% | -0.95%-2.1pp | -0.67%-2.4pp | -0.69%-2.4pp |
| Employer contribution / active EE | $17,241 | $18,555-7.1% | $31,731-45.7% | $16,786+2.7% |
| Participant deferral / active EE | $0 | $1,384-100.0% | $473-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0-100.0% | $28,383-100.0% | $124-100.0% |