Filed May 10, 2005
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 |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-1520346 | Contract Administrator | $690,894 |
WELLS FARGO BANK, N.A.7+ years Service code 13 · EIN 94-1347393 | Contract Administrator | $567,893 |
USI CONSULTING GROUP1 year Service code 16 · EIN 06-1053228 | Consulting | $33,000 |
POSTLETHWAITE & NETTERVILLE7+ years Service code 10 · EIN 72-1202445 | Accounting | $9,500 |
Filed as: JEFFREY WILSON Service code 29 · EIN 82-2454613 | Legal | $7,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,982 | $159,295+18.6% | $108,410+74.3% | $106,520+77.4% |
| Participation rate | 94.4% | 85.5%+8.8pp | 80.1%+14.2pp | 71.3%+23.0pp |
| Annual return | 13.35% | 17.79%-4.4pp | 905.27%-891.9pp | 19.28%-5.9pp |
| Employer contribution / active EE | $3,206 | $3,803-15.7% | $3,558-9.9% | $2,840+12.9% |
| Participant deferral / active EE | $7,987 | $9,392-15.0% | $6,563+21.7% | $4,948+61.4% |
| Admin fee / account holder | $33 | $99-66.8% | $7,295-99.6% | $75-56.1% |