Filed August 18, 2005 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $16,040 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,580 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $16,905-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 16.7%-16.7pp | 3.6%-3.6pp |
| Annual return | 4.80% | 11.88%-7.1pp | 2.70%+2.1pp | 11.88%-7.1pp |
| Employer contribution / active EE | $7,542 | $14,612-48.4% | $23,479-67.9% | $14,612-48.4% |
| Participant deferral / active EE | $0 | $518-100.0% | $1,103-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $724-100.0% | $637-100.0% |