Filed December 7, 2005 (most recent of 2 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,294 |
BANKERS TRUST COMPANY1 year Filed as: TI TRUST Service code 21 · EIN 20-1171923 | Bank Trustee | $16,664 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $103,878 | $176,471-41.1% | $95,968+8.2% | $90,274+15.1% |
| Participation rate | 65.9% | 86.6%-20.7pp | 77.1%-11.2pp | 73.4%-7.5pp |
| Annual return | 15.00% | 20.15%-5.1pp | 91.65%-76.7pp | 53.97%-39.0pp |
| Employer contribution / active EE | $0 | $2,783-100.0% | $2,542-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $3,009 | $5,325-43.5% | $4,167-27.8% | $4,231-28.9% |
| Admin fee / account holder | $31 | $154-80.2% | $6,798-99.6% | $114-73.2% |