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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $138,156 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $41,296 |
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 | $83,543 | $86,225-3.1% | $146,649-43.0% | $86,828-3.8% |
| Participation rate | 98.2% | 78.0%+20.2pp | 80.1%+18.1pp | 72.3%+25.9pp |
| Annual return | 19.28% | 31.23%-11.9pp | 22.75%-3.5pp | 97.95%-78.7pp |
| Employer contribution / active EE | $644 | $2,392-73.1% | $4,137-84.4% | $2,406-73.2% |
| Participant deferral / active EE | $5,113 | $4,245+20.5% | $5,506-7.1% | $4,132+23.7% |
| Admin fee / account holder | $253 | $195+29.8% | $10,281-97.5% | $170+49.5% |