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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,351 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS LL Service code 11 · EIN 26-0058143 | Actuarial | $22,498 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 39-0859910 | Accounting | $16,805 |
Filed as: FIDELITY INSTITUTIONAL Service code 27 · EIN 20-2159373 | Advisory (Plan) | $14,500 |
Filed as: ECONOMIC GROUP PENSION Service code 11 · EIN 13-3180178 | Actuarial | $9,555 |
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 | $195,758-100.0% | $182,032-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.8%-55.8pp |
| Annual return | 3.73% | 3.70%0pp | 7.69%-4.0pp | 24.44%-20.7pp |
| Employer contribution / active EE | $0 | $38,258-100.0% | $28,501-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,013-100.0% |