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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $129,314 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $37,500 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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).
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 | $192,241 | $130,052+47.8% | $86,717+121.7% | $77,906+146.8% |
| Participation rate | 97.5% | 85.9%+11.6pp | 76.6%+20.9pp | 73.7%+23.8pp |
| Annual return | -18.28% | -12.73%-5.6pp | 35.97%-54.3pp | 12.16%-30.4pp |
| Employer contribution / active EE | $6,951 | $3,214+116.3% | $2,837+145.0% | $2,846+144.2% |
| Participant deferral / active EE | $11,703 | $5,741+103.9% | $4,657+151.3% | $4,805+143.5% |
| Admin fee / account holder | $88 | $132-33.4% | $7,494-98.8% | $133-33.8% |