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 |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 14 · EIN 42-0127290 | Plan Administrator | $136,973 |
BANKERS TRUST COMPANY1 year Filed as: TI TRUST Service code 24 · EIN 20-1171923 | Discretionary Trustee | $12,925 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,215 | $105,173-3.8% | $87,102+16.2% | $77,775+30.1% |
| Participation rate | 99.7% | 85.8%+13.9pp | 76.9%+22.8pp | 73.2%+26.5pp |
| Annual return | 17.94% | 24.52%-6.6pp | 28.19%-10.3pp | 32.58%-14.6pp |
| Employer contribution / active EE | $1,434 | $2,890-50.4% | $2,521-43.1% | $2,504-42.7% |
| Participant deferral / active EE | $0 | $5,048-100.0% | $4,048-100.0% | $3,966-100.0% |
| Admin fee / account holder | $82 | $105-21.3% | $7,493-98.9% | $100-17.7% |