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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $310,104 |
SLC MANAGEMENT2 years Service code 27 · EIN 04-3401283 | Advisory (Plan) | $101,060 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $61,644 |
Filed as: BARFIELD MURPHY SHANK AND SMITH LLC Service code 10 · EIN 46-1498870 | Accounting | $16,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $369,410-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.4%-29.4pp | 0.7%-0.7pp |
| Annual return | 9.37% | 10.90%-1.5pp | 8.29%+1.1pp | 13.24%-3.9pp |
| Employer contribution / active EE | $3,021 | $14,619-79.3% | $40,774-92.6% | $14,616-79.3% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,495-100.0% | $4,137-100.0% |