Filed December 13, 2005 (most recent of 3 filings on file)
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $233,012 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $95,535 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,383 | $89,465+20.0% | $165,100-35.0% | $77,762+38.1% |
| Participation rate | 99.3% | 78.6%+20.6pp | 78.6%+20.7pp | 70.6%+28.7pp |
| Annual return | 14.34% | 28.86%-14.5pp | 70.21%-55.9pp | 31.27%-16.9pp |
| Employer contribution / active EE | $763 | $2,565-70.2% | $4,348-82.4% | $2,728-72.0% |
| Participant deferral / active EE | $7,020 | $4,904+43.1% | $6,035+16.3% | $4,651+50.9% |
| Admin fee / account holder | $236 | $340-30.7% | $12,696-98.1% | $433-45.6% |