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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $243,355 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LL Service code 11 · EIN 26-0058143 | Actuarial | $20,000 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $13,200 |
SUMMIT FINANCIAL CORPORATION2 years Filed as: SUMMIT Service code 11 · EIN 93-1098102 | Actuarial | $7,231 |
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 | $212,469-100.0% | $477,209-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 10.2%-10.2pp | 43.1%-43.1pp |
| Annual return | 9.30% | -14.68%+24.0pp | -2.84%+12.1pp | 259.19%-249.9pp |
| Employer contribution / active EE | $0 | $47,728-100.0% | $33,329-100.0% | $41,472-100.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,502-100.0% |