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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $193,808 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $5,878 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,596 | $50,169+30.7% | $149,740-56.2% | $80,187-18.2% |
| Participation rate | 70.1% | 64.3%+5.8pp | 78.8%-8.7pp | 72.9%-2.8pp |
| Annual return | 17.72% | 29.82%-12.1pp | 134.51%-116.8pp | 40.40%-22.7pp |
| Employer contribution / active EE | $2,040 | $1,869+9.1% | $4,821-57.7% | $2,980-31.5% |
| Participant deferral / active EE | $3,619 | $3,194+13.3% | $5,683-36.3% | $5,016-27.9% |
| Admin fee / account holder | $106 | $153-30.5% | $13,222-99.2% | $145-26.8% |