Filed December 10, 2005
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $192,866 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 13 · EIN 20-8764829 | Contract Administrator | $74,465 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $24,150 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,011 | $122,585-38.0% | $184,256-58.7% | $200,096-62.0% |
| Participation rate | 98.6% | 86.9%+11.7pp | 86.8%+11.8pp | 72.0%+26.6pp |
| Annual return | 13.38% | 144.12%-130.7pp | 28.85%-15.5pp | 34.26%-20.9pp |
| Employer contribution / active EE | $3,474 | $4,571-24.0% | $6,427-46.0% | $3,038+14.4% |
| Participant deferral / active EE | $7,777 | $7,972-2.4% | $9,133-14.8% | $5,090+52.8% |
| Admin fee / account holder | $147 | $120+22.1% | $13,899-98.9% | $269-45.5% |