Filed January 9, 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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $196,937 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP Service code 10 · EIN 04-3831795 | Accounting | $100,000 |
THE BANK OF NEW YORK MELLON2 years Filed as: PERSHING, LLC Service code 33 · EIN 13-2741729 | Direct payment from the plan; Account... | $5,164 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $181,739 | $88,730+104.8% | $82,312+120.8% | $77,958+133.1% |
| Participation rate | 97.8% | 84.5%+13.3pp | 76.9%+20.9pp | 71.6%+26.2pp |
| Annual return | 19.02% | 20.88%-1.9pp | 25.88%-6.9pp | 20.87%-1.8pp |
| Employer contribution / active EE | $5,645 | $2,758+104.7% | $2,428+132.5% | $2,310+144.3% |
| Participant deferral / active EE | $9,564 | $4,634+106.4% | $3,706+158.1% | $3,537+170.4% |
| Admin fee / account holder | $164 | $74+122.2% | $5,608-97.1% | $97+68.8% |