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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $71,944 |
Filed as: CAPFINANCIAL PARTNERS LL Service code 11 · EIN 26-0058143 | Actuarial | $16,499 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY VIRCHOW KRAU Service code 10 · EIN 39-0859910 | Accounting | $12,500 |
Filed as: SUMMIT Service code 11 · EIN 93-1098102 | Actuarial | $7,346 |
FIDUCIARY INVESTMENT ADVISORS5+ years Filed as: FIDUCIARY VEST Service code 27 · EIN 20-2217636 | Advisory (Plan) | $5,500 |
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 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.3%-47.3pp |
| Annual return | 12.83% | 4.63%+8.2pp | 29.77%-16.9pp | 12.16%+0.7pp |
| Employer contribution / active EE | $0 | $51,918-100.0% | $33,607-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |