Filed February 28, 1996
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,959 |
NRP RETIREMENT, INC.1 year Filed as: NRP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $30,000 |
Service code 49 · EIN 74-2794194 | Other Services | $12,628 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,857 | $78,707+268.3% | $117,861+145.9% | $70,126+313.3% |
| Participation rate | 96.5% | 73.2%+23.3pp | 79.7%+16.8pp | 69.5%+26.9pp |
| Annual return | 17.37% | 23.30%-5.9pp | 335.11%-317.7pp | 73.15%-55.8pp |
| Employer contribution / active EE | $8,564 | $2,223+285.2% | $3,786+126.2% | $2,343+265.6% |
| Participant deferral / active EE | $11,676 | $3,297+254.1% | $4,482+160.5% | $3,332+250.4% |
| Admin fee / account holder | $693 | $5,066-86.3% | $8,021-91.4% | $4,645-85.1% |