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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,769 |
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY VEST Service code 27 · EIN 20-2217636 | Advisory (Plan) | $22,000 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY VIRCHOW KRAU Service code 10 · EIN 39-0859910 | Accounting | $16,300 |
SUMMIT FINANCIAL CORPORATION2 years Filed as: SUMMIT BENEFIT & ACTUARIAL Service code 10 · EIN 36-3859085 | Accounting | $7,020 |
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 | $169,587-100.0% | $157,466-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 11.9%-11.9pp | 46.4%-46.4pp |
| Annual return | -6.97% | -5.34%-1.6pp | 12.68%-19.7pp | -82.67%+75.7pp |
| Employer contribution / active EE | $0 | $31,322-100.0% | $22,860-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $123-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,068-100.0% | $2,825-100.0% | $11,204-100.0% |