Filed March 10, 2009
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.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,240 |
ELLIOTT DAVIS, LLC1 year Filed as: ELLIOTT COVE CAPITAL MANAGEMENT Service code 27 · EIN 82-0579238 | Advisory (Plan) | $20,913 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,281 | $122,063-62.1% | $184,256-74.9% | $74,478-37.9% |
| Participation rate | 88.0% | 85.5%+2.5pp | 86.8%+1.2pp | 67.2%+20.8pp |
| Annual return | 18.52% | 19.92%-1.4pp | 28.85%-10.3pp | 1370.56%-1352.0pp |
| Employer contribution / active EE | $2,747 | $4,539-39.5% | $6,427-57.3% | $2,626+4.6% |
| Participant deferral / active EE | $5,620 | $7,144-21.3% | $9,133-38.5% | $4,350+29.2% |
| Admin fee / account holder | $220 | $1,253-82.4% | $13,899-98.4% | $1,946-88.7% |