Filed November 15, 1999
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,176 |
Filed as: NORTH PIER FIDUCIARY Service code 17 · EIN 26-3521867 | Pension Consulting | $42,778 |
Filed as: HOLTHOUSE CARLIN AND VAN TRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $10,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,403 | $43,233+9.6% | $185,117-74.4% | $77,958-39.2% |
| Participation rate | 96.3% | 64.2%+32.0pp | 77.3%+19.0pp | 71.6%+24.6pp |
| Annual return | 15.70% | 20.43%-4.7pp | 40.50%-24.8pp | 20.87%-5.2pp |
| Employer contribution / active EE | $1,691 | $1,312+28.9% | $4,182-59.6% | $2,310-26.8% |
| Participant deferral / active EE | $3,476 | $2,912+19.4% | $5,045-31.1% | $3,537-1.7% |
| Admin fee / account holder | $31 | $95-67.9% | $8,159-99.6% | $97-68.7% |