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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $197,719 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $82,243 |
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 | $95,316 | $91,406+4.3% | $130,070-26.7% | $74,478+28.0% |
| Participation rate | 99.3% | 77.8%+21.5pp | 78.5%+20.8pp | 70.7%+28.6pp |
| Annual return | 21.00% | 23.21%-2.2pp | -137.40%+158.4pp | 34.37%-13.4pp |
| Employer contribution / active EE | $753 | $2,565-70.6% | $4,322-82.6% | $2,637-71.4% |
| Participant deferral / active EE | $6,697 | $4,724+41.8% | $5,821+15.1% | $4,530+47.8% |
| Admin fee / account holder | $198 | $283-30.3% | $10,600-98.1% | $347-43.1% |