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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $227,573 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL-RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,898 |
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 | $40,610 | $44,989-9.7% | $170,435-76.2% | $77,958-47.9% |
| Participation rate | 61.6% | 64.6%-3.0pp | 83.6%-22.0pp | 71.6%-10.0pp |
| Annual return | -23.43% | 19.61%-43.0pp | 205.94%-229.4pp | 20.87%-44.3pp |
| Employer contribution / active EE | $1,447 | $1,466-1.3% | $5,432-73.4% | $2,310-37.4% |
| Participant deferral / active EE | $2,862 | $2,208+29.6% | $4,939-42.1% | $3,537-19.1% |
| Admin fee / account holder | $101 | $69+46.5% | $13,881-99.3% | $97+3.7% |