Filed October 4, 2000
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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON CONSULTING INC Service code 11 · EIN 36-2235791 | Actuarial | $159,498 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,353 |
RSM US LLP5+ years Service code 10 · EIN 42-0714325 | Accounting | $23,230 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Filed as: PRINCIPAL FINANCIAL ADVISORS Service code 27 · EIN 52-1523364 | Advisory (Plan) | $8,201 |
Filed as: GALLAGHER BENEFIT SERVIC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $6,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $17,871-100.0% | $189,344-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 30.4%-30.4pp | 13.0%-13.0pp |
| Annual return | 12.79% | 8.67%+4.1pp | 11.02%+1.8pp | 13.59%-0.8pp |
| Employer contribution / active EE | $8,488 | $9,810-13.5% | $33,824-74.9% | $14,592-41.8% |
| Participant deferral / active EE | $0 | $161-100.0% | $418-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $4,226-100.0% | $4,088-100.0% | $29,657-100.0% |