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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $235,845 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $10,805 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,091 | $47,278-68.1% | $124,694-87.9% | $93,010-83.8% |
| Participation rate | 82.1% | 51.1%+31.0pp | 74.6%+7.4pp | 73.9%+8.2pp |
| Annual return | 44.40% | 15.27%+29.1pp | 5144.82%-5100.4pp | 158.70%-114.3pp |
| Employer contribution / active EE | $0 | $937-100.0% | $3,325-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $2,720 | $1,786+52.3% | $4,615-41.1% | $4,561-40.4% |
| Admin fee / account holder | $105 | $108-3.2% | $7,495-98.6% | $152-30.9% |