Filed June 14, 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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $344,340 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $131,888 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,195 | $55,347-54.5% | $120,580-79.1% | $200,096-87.4% |
| Participation rate | 80.2% | 52.9%+27.3pp | 72.0%+8.2pp | 72.0%+8.1pp |
| Annual return | 41.00% | 15.37%+25.6pp | 107.48%-66.5pp | 34.26%+6.7pp |
| Employer contribution / active EE | $9 | $1,296-99.3% | $3,469-99.7% | $3,038-99.7% |
| Participant deferral / active EE | $4,170 | $2,350+77.4% | $4,995-16.5% | $5,090-18.1% |
| Admin fee / account holder | $121 | $134-10.0% | $9,418-98.7% | $269-55.1% |