Filed July 20, 2006
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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $106,050 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC. Service code 13 · EIN 13-3745616 | Contract Administrator | $43,871 |
STIFEL NICOLAUS & CO INC5+ years Service code 27 | Advisory (Plan) | $43,859 |
BKD, LLP3 years Filed as: DIXON HUGHES GOODMAN Service code 10 · EIN 56-0747981 | Accounting | $17,589 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $1 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL, NICOLAUS AND COMPANY Service code 27 · EIN 43-0538770 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,211 | $91,111-2.1% | $84,015+6.2% | - |
| Participation rate | 93.2% | 59.1%+34.1pp | 69.0%+24.2pp | - |
| Annual return | 22.94% | 12.53%+10.4pp | 71.31%-48.4pp | - |
| Employer contribution / active EE | $892 | $769+15.9% | $1,983-55.1% | - |
| Participant deferral / active EE | $5,963 | $2,182+173.2% | $3,239+84.1% | - |
| Admin fee / account holder | $545 | $22,833-97.6% | $6,101-91.1% | - |