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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $87,880 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $28,533 |
QUALIFIED PLANS, LLC2 years Filed as: QUALIFIED PLAN CONSULTANTS Service code 49 · EIN 20-0223513 | Other Services | $17,246 |
DENMAN & COMPANY2 years Filed as: DENMAN & COMPANY, LLP Service code 10 · EIN 42-0794029 | Accounting | $8,915 |
SYVERSON STREGE FINANCIAL3 years Service code 26 · EIN 42-1317552 | Advisory (Participants) | $5,000 |
Filed as: SYVERSON STREZE Service code 27 · EIN 27-1568215 | Advisory (Plan) | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $634,720 | $91,439+594.1% | $135,974+366.8% | $71,511+787.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 15.60% | 29.90%-14.3pp | 68.30%-52.7pp | 28.86%-13.3pp |
| Employer contribution / active EE | $22,371 | $3,705+503.9% | $4,859+360.4% | $2,589+764.0% |
| Participant deferral / active EE | $12,577 | $7,093+77.3% | $7,760+62.1% | $4,291+193.1% |
| Admin fee / account holder | $1,042 | $1,267-17.7% | $10,767-90.3% | $1,588-34.4% |