Filed January 23, 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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $571,545 |
Service code 27 · EIN 75-3204798 | Advisory (Plan) | $125,000 |
LUTZ & COMPANY, PC2 years Filed as: LUTZ Service code 10 · EIN 47-0625816 | Accounting | $29,530 |
DATA TERRAIN INC.2 years Service code 49 · EIN 82-1517659 | Other Services | $5,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $162,543 | $113,568+43.1% | $67,575+140.5% | $199,960-18.7% |
| Participation rate | 85.6% | 73.3%+12.3pp | 72.9%+12.7pp | 72.0%+13.6pp |
| Annual return | 14.53% | 15.88%-1.4pp | 3528.98%-3514.4pp | 34.28%-19.8pp |
| Employer contribution / active EE | $3,135 | $3,409-8.0% | $2,736+14.6% | $3,036+3.3% |
| Participant deferral / active EE | $4,572 | $4,163+9.8% | $4,003+14.2% | $5,087-10.1% |
| Admin fee / account holder | $102 | $102-0.3% | $3,993-97.4% | $269-62.1% |