Filed April 1, 2012
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 COMPANY9+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 · EIN 12-1520346 | Recordkeeping | $25,950 |
Filed as: RYAN, GUNSAULS & O'DONNELL, LLC Service code 10 · EIN 45-5297192 | Accounting | $10,400 |
CORNERSTONE CPA GROUP1 year Filed as: CORNER STONE Service code 34 · EIN 84-1514056 | Valuation (appraisals, etc.); Direct ... | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,103 | $88,203-37.5% | $165,100-66.6% | $74,478-26.0% |
| Participation rate | 98.3% | 73.1%+25.2pp | 78.6%+19.7pp | 67.2%+31.1pp |
| Annual return | 9.83% | 17.13%-7.3pp | 70.21%-60.4pp | 1370.56%-1360.7pp |
| Employer contribution / active EE | $3,472 | $2,601+33.5% | $4,348-20.1% | $2,626+32.2% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $218 | $2,235-90.3% | $12,696-98.3% | $1,946-88.8% |