Filed October 18, 2004 (most recent of 3 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $285,092 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $45,984 |
RYAN LABS ASSET MANAGEMENT1+ years Filed as: RYAN LABS ASSET MGNT Service code 27 · EIN 47-3503928 | Advisory (Plan) | $34,991 |
ONEAL CPA1+ years Filed as: ONEAL STEEL Service code 29 · EIN 63-0034530 | Legal | $28,407 |
Filed as: BARFIELD MURPHY SHANK Service code 10 · EIN 46-1498870 | Accounting | $15,071 |
BAKER DONELSON1+ years Filed as: BAKER DONELSON BEARMAN Service code 29 · EIN 62-1047356 | Legal | $12,167 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $82,591-100.0% | $313,292-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.8%-0.8pp |
| Annual return | -1.67% | -1.96%+0.3pp | -2.79%+1.1pp | -0.60%-1.1pp |
| Employer contribution / active EE | $4,631 | $11,651-60.3% | $39,327-88.2% | $12,272-62.3% |
| Participant deferral / active EE | $0 | $0 | $351-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,115-100.0% | $717-100.0% |