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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $90,783 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $38,165 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLAN CONSULTANTS Service code 49 · EIN 20-0223513 | Other Services | $16,986 |
Filed as: SYVERSON STREGE FIN Service code 13 · EIN 27-1568215 | Contract Administrator | $11,000 |
DENMAN & COMPANY1 year Filed as: DENMAN & COMPANY, LLP Service code 10 · EIN 42-0794029 | Accounting | $7,590 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $599,800 | $84,499+609.8% | $125,391+378.3% | $66,949+795.9% |
| Participation rate | 99.3% | 76.4%+22.8pp | 82.4%+16.9pp | 69.8%+29.4pp |
| Annual return | -14.66% | -8.49%-6.2pp | 572.41%-587.1pp | 1.57%-16.2pp |
| Employer contribution / active EE | $21,777 | $3,554+512.8% | $4,816+352.2% | $2,545+755.5% |
| Participant deferral / active EE | $11,916 | $6,785+75.6% | $7,448+60.0% | $4,239+181.1% |
| Admin fee / account holder | $1,208 | $685+76.3% | $10,009-87.9% | $594+103.4% |