Filed March 16, 2005
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,910 |
DEAN ACTUARIES, LLC3 years Service code 11 · EIN 75-2548006 | Actuarial | $22,440 |
BRENTWOOD ASSET ADVISORS1 year Service code 27 · EIN 59-3718394 | Advisory (Plan) | $18,000 |
INNOVEST PORTFOLIO SOLUTIONS LLC10+ years Filed as: INNOVEST PORTFOLIO SOLUT Service code 27 · EIN 84-1612955 | Advisory (Plan) | $6,782 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $79,278-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.7%-7.7pp | 11.2%-11.2pp |
| Annual return | -1.70% | 7.39%-9.1pp | 0.87%-2.6pp | 9.01%-10.7pp |
| Employer contribution / active EE | $10,417 | $21,308-51.1% | $17,293-39.8% | $12,866-19.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $20-100.0% | $4,785-100.0% |