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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,611 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $22,500 |
NFP RETIREMENT INC4 years Service code 27 · EIN 33-0905142 | Advisory (Plan) | $7,500 |
MORNINGSTAR4 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 | $341,312 | $83,485+308.8% | $125,195+172.6% | $72,976+367.7% |
| Participation rate | 97.7% | 73.3%+24.4pp | 79.8%+17.9pp | 69.5%+28.2pp |
| Annual return | 27.25% | 25.77%+1.5pp | 43.79%-16.5pp | 81.02%-53.8pp |
| Employer contribution / active EE | $9,076 | $2,346+286.9% | $3,866+134.8% | $2,440+272.0% |
| Participant deferral / active EE | $12,654 | $3,586+252.9% | $4,937+156.3% | $3,608+250.8% |
| Admin fee / account holder | $666 | $5,518-87.9% | $9,704-93.1% | $5,124-87.0% |