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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $280,038 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $26,000 |
KUTAK ROCK LLP1 year Service code 29 · EIN 47-0597598 | Legal | $9,254 |
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 | $106,853 | $34,495+209.8% | $78,677+35.8% | $63,975+67.0% |
| Participation rate | 96.2% | 60.8%+35.4pp | 73.6%+22.7pp | 71.1%+25.1pp |
| Annual return | 11.92% | 11.62%+0.3pp | 62.19%-50.3pp | 48.65%-36.7pp |
| Employer contribution / active EE | $4,755 | $1,398+240.1% | $2,850+66.8% | $2,182+117.9% |
| Participant deferral / active EE | $5,855 | $2,100+178.8% | $3,517+66.5% | $3,356+74.4% |
| Admin fee / account holder | $117 | $68+72.7% | $4,510-97.4% | $70+66.7% |