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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $217,534 |
RPCP COM PROCESSING1 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,810 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,583 | $45,382-10.6% | $154,110-73.7% | $75,289-46.1% |
| Participation rate | 62.0% | 65.9%-3.9pp | 83.0%-21.0pp | 72.4%-10.4pp |
| Annual return | 8.61% | -0.47%+9.1pp | 735.22%-726.6pp | -0.04%+8.6pp |
| Employer contribution / active EE | $1,367 | $1,533-10.8% | $5,298-74.2% | $2,405-43.2% |
| Participant deferral / active EE | $2,322 | $2,384-2.6% | $5,081-54.3% | $3,739-37.9% |
| Admin fee / account holder | $94 | $89+4.7% | $13,412-99.3% | $102-8.6% |