Filed October 18, 2004
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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $255,556 |
ERNST & YOUNG LLP1+ years Service code 10 · EIN 34-6565596 | Accounting | $15,388 |
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 | $99,601 | $34,220+191.1% | $73,837+34.9% | $59,188+68.3% |
| Participation rate | 96.6% | 59.1%+37.5pp | 73.4%+23.2pp | 69.4%+27.2pp |
| Annual return | 2.23% | 3.36%-1.1pp | 2268.13%-2265.9pp | 5.51%-3.3pp |
| Employer contribution / active EE | $4,398 | $1,480+197.2% | $2,788+57.8% | $2,098+109.6% |
| Participant deferral / active EE | $5,669 | $2,035+178.6% | $3,583+58.2% | $3,265+73.7% |
| Admin fee / account holder | $110 | $64+72.0% | $4,882-97.7% | $92+19.5% |