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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $320,040 |
CABANISS JOHNSTON1 year Filed as: CABANISS, JOHNSTON, GARD Service code 29 · EIN 63-0034530 | Legal | $81,126 |
Filed as: RYAN LABS ASSET MGMT INC Service code 27 · EIN 47-3503928 | Advisory (Plan) | $70,456 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $48,300 |
Filed as: BARFIELD MURPHY SHANK & Service code 10 · EIN 46-1498870 | Accounting | $15,500 |
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 | $35,636-100.0% | $322,681-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.8%-1.8pp |
| Annual return | 6.39% | 3.81%+2.6pp | 4.07%+2.3pp | 7.18%-0.8pp |
| Employer contribution / active EE | $10,065 | $14,300-29.6% | $36,235-72.2% | $13,095-23.1% |
| Participant deferral / active EE | $0 | $38-100.0% | $215-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $7,128-100.0% | $362-100.0% |