Filed October 19, 2004
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.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,739 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $12,775 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $4,333 |
SAPP, ROBERT W.3+ years Service code 49 4949 WESTOWN PKWY · WDM, IA 502666704 | Other Services | $1,001 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,755 | $54,390-10.4% | $117,039-58.3% | $69,631-30.0% |
| Participation rate | 98.1% | 58.5%+39.6pp | 77.2%+20.9pp | 70.7%+27.4pp |
| Annual return | 17.15% | 18.33%-1.2pp | 18.95%-1.8pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $1,477 | $1,357+8.9% | $3,785-61.0% | $2,032-27.3% |
| Participant deferral / active EE | $2,448 | $2,076+18.0% | $3,929-37.7% | $3,224-24.0% |
| Admin fee / account holder | $48 | $98-50.5% | $5,974-99.2% | $110-56.1% |