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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,215 |
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY VEST Service code 13 · EIN 20-2217636 | Contract Administrator | $27,500 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAU Service code 10 · EIN 39-0859910 | Accounting | $21,085 |
JMW CONSULTING, INC.2+ years Filed as: JMW CONSULTING INC Service code 10 · EIN 36-3859085 | Accounting | $7,163 |
Filed as: MORRIS MANNING MARTIN Service code 29 · EIN 58-1269995 | Legal | $6,265 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $138,977-100.0% | $151,941-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 31.6%-31.6pp | 10.6%-10.6pp | 45.6%-45.6pp |
| Annual return | 3.85% | 0.80%+3.1pp | 5.44%-1.6pp | 4.16%-0.3pp |
| Employer contribution / active EE | $0 | $37,563-100.0% | $25,481-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,921-100.0% | $11,765-100.0% | $21,465-100.0% |