Filed June 18, 2002
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $97,133 |
Filed as: CAPFINANCIAL PARTNERS, L Service code 27 · EIN 26-0058143 | Advisory (Plan) | $20,204 |
FGMK, LLC1 year Service code 10 · EIN 36-2929601 | Accounting | $16,500 |
Filed as: FIDELITY INSTITUTIONAL Service code 27 · EIN 20-2159373 | Advisory (Plan) | $15,595 |
EGPS1 year Service code 10 · EIN 13-3180178 | Accounting | $9,850 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,289-100.0% | $106,128-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.2%-12.2pp | 43.7%-43.7pp |
| Annual return | -3.67% | 3.31%-7.0pp | 5.04%-8.7pp | 13.05%-16.7pp |
| Employer contribution / active EE | $0 | $33,999-100.0% | $26,454-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |