Filed April 3, 2003
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $264,015 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL-RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,627 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,222 | $37,213-2.7% | $156,551-76.9% | $63,975-43.4% |
| Participation rate | 57.7% | 65.0%-7.2pp | 84.0%-26.3pp | 71.1%-13.4pp |
| Annual return | -26.77% | 47.89%-74.7pp | 32.23%-59.0pp | 48.65%-75.4pp |
| Employer contribution / active EE | $997 | $1,357-26.5% | $5,501-81.9% | $2,182-54.3% |
| Participant deferral / active EE | $2,109 | $2,070+1.9% | $4,871-56.7% | $3,356-37.2% |
| Admin fee / account holder | $80 | $56+41.8% | $13,028-99.4% | $70+13.4% |