Filed August 1, 2008
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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,765 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $20,078 |
TRUTINA FINANCIAL4 years Service code 27 · EIN 47-0995939 | Advisory (Plan) | $18,361 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,888 | $122,063-29.6% | $184,256-53.4% | $74,478+15.3% |
| Participation rate | 96.5% | 85.5%+11.1pp | 86.8%+9.7pp | 67.2%+29.3pp |
| Annual return | 13.31% | 19.92%-6.6pp | 28.85%-15.5pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $4,092 | $4,539-9.8% | $6,427-36.3% | $2,626+55.8% |
| Participant deferral / active EE | $7,741 | $7,144+8.3% | $9,133-15.2% | $4,350+77.9% |
| Admin fee / account holder | $327 | $1,253-73.9% | $13,899-97.7% | $1,946-83.2% |