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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $125,526 |
MERCER1 year Service code 27 · EIN 30-0282430 | Advisory (Plan) | $62,500 |
MORNINGSTAR6 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,091 | $144,879+73.3% | $111,319+125.6% | $93,010+170.0% |
| Participation rate | 98.3% | 86.1%+12.2pp | 77.3%+21.0pp | 73.9%+24.4pp |
| Annual return | 14.32% | 18.11%-3.8pp | 54.68%-40.4pp | 158.70%-144.4pp |
| Employer contribution / active EE | $6,905 | $3,052+126.2% | $2,732+152.8% | $2,705+155.2% |
| Participant deferral / active EE | $11,847 | $5,576+112.5% | $4,488+164.0% | $4,561+159.7% |
| Admin fee / account holder | $106 | $104+2.3% | $7,966-98.7% | $152-30.2% |