Filed October 18, 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 COMPANY1+ years Filed as: PRINCIPAL FINANCIAL ADVISORS, INC. Service code 27 · EIN 52-1523364 | Advisory (Plan) | $20,855 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 13 · EIN 13-5570651 | Contract Administrator | $13,614 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,300 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | -6.39% | 5.80%-12.2pp | 4.74%-11.1pp | 11.88%-18.3pp |
| Employer contribution / active EE | $10,823 | $15,506-30.2% | $36,089-70.0% | $14,612-25.9% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |