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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $100,251 |
PENTEGRA SERVICES, INC.5 years Filed as: PENTEGRA SERVICES INC. Service code 13 · EIN 13-3745616 | Contract Administrator | $42,143 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $30,309 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $26,563 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,531 | $42,367+94.8% | $79,580+3.7% | $64,819+27.3% |
| Participation rate | 76.8% | 64.7%+12.1pp | 69.5%+7.3pp | 71.5%+5.3pp |
| Annual return | -18.26% | -12.23%-6.0pp | 0.15%-18.4pp | 32.84%-51.1pp |
| Employer contribution / active EE | $1,547 | $1,181+31.0% | $2,413-35.9% | $2,507-38.3% |
| Participant deferral / active EE | $7,588 | $3,170+139.3% | $3,985+90.4% | $4,311+76.0% |
| Admin fee / account holder | $871 | $160+445.7% | $6,835-87.3% | $188+363.6% |