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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
DEAN ACTUARIES, LLC4 years Filed as: DEAN ACTUARIES LLC Service code 11 · EIN 75-2548006 | Actuarial | $35,503 |
INNOVEST PORTFOLIO SOLUTIONS LLC6+ years Filed as: INNOVEST PORTFOLIO SOLUT Service code 27 · EIN 84-1612955 | Advisory (Plan) | $30,859 |
CAUSEY DEMGEN & MOORE PC6+ years Service code 10 · EIN 84-1158905 | Accounting | $13,750 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,414 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $0 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 21.34% | 8.91%+12.4pp | 7.32%+14.0pp | 11.84%+9.5pp |
| Employer contribution / active EE | $8,929 | $8,713+2.5% | $23,426-61.9% | $17,339-48.5% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |