Filed January 31, 2006 (most recent of 4 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 LIFE INSRUANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $100,563 |
Service code 27 · EIN 45-5291215 | Advisory (Plan) | $12,500 |
OFFSET HOUSE1 year Service code 13 · EIN 35-1467706 | Contract Administrator | $10,127 |
Filed as: BLUE & CO LLC Service code 10 · EIN 35-1178661 | Accounting | $10,000 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $70 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,889 | $45,000-84.7% | $143,799-95.2% | $77,906-91.2% |
| Participation rate | 74.8% | 66.8%+8.0pp | 80.3%-5.5pp | 73.7%+1.1pp |
| Annual return | -17.38% | 29.03%-46.4pp | -0.04%-17.3pp | 12.16%-29.5pp |
| Employer contribution / active EE | $1,262 | $1,870-32.5% | $4,952-74.5% | $2,846-55.7% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,638-100.0% | $4,805-100.0% |
| Admin fee / account holder | $57 | $98-42.3% | $14,677-99.6% | $133-57.2% |