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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $155,431 |
SLC MANAGEMENT4 years Service code 27 · EIN 04-3401283 | Advisory (Plan) | $118,090 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,970 |
Filed as: BMSS Service code 10 · EIN 46-1498870 | Accounting | $17,730 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $398,892-100.0% | $398,892-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 64.6%-64.6pp | 54.1%-54.1pp | 55.8%-55.8pp |
| Annual return | -20.03% | 8.30%-28.3pp | 8.54%-28.6pp | 24.44%-44.5pp |
| Employer contribution / active EE | $0 | $41,025-100.0% | $37,153-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $77,551-100.0% | $77,551-100.0% | $22,013-100.0% |