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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $192,937 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $70,660 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,811 | $71,142+16.4% | $119,628-30.8% | $64,829+27.7% |
| Participation rate | 99.2% | 78.6%+20.6pp | 79.3%+20.0pp | 71.5%+27.8pp |
| Annual return | 80.13% | -10.01%+90.1pp | -14.98%+95.1pp | 32.85%+47.3pp |
| Employer contribution / active EE | $730 | $2,497-70.8% | $4,232-82.7% | $2,507-70.9% |
| Participant deferral / active EE | $6,534 | $4,490+45.5% | $5,601+16.7% | $4,312+51.5% |
| Admin fee / account holder | $202 | $162+24.9% | $10,330-98.0% | $188+7.8% |