Filed March 5, 2009
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,483 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 16 · EIN 61-1758632 | Consulting | $27,343 |
RIDGE RETIREMENT CONSULTANTS LLC2+ years Service code 27 · EIN 46-5319173 | Advisory (Plan) | $15,000 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $14,415 |
Filed as: PRINCIPAL FINAICIAL ADVISORS, INC. Service code 27 · EIN 52-1523364 | Advisory (Plan) | $13,113 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 3.95% | 5.68%-1.7pp | 4.74%-0.8pp | 4.56%-0.6pp |
| Employer contribution / active EE | $34,615 | $16,243+113.1% | $36,089-4.1% | $15,526+123.0% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |