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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $606,060 |
Service code 27 · EIN 75-3204798 | Advisory (Plan) | $184,769 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $140,810 | $87,173+61.5% | $59,899+135.1% | $75,289+87.0% |
| Participation rate | 79.9% | 74.5%+5.4pp | 74.7%+5.2pp | 72.4%+7.4pp |
| Annual return | -3.46% | -2.14%-1.3pp | 3.46%-6.9pp | -0.04%-3.4pp |
| Employer contribution / active EE | $2,873 | $3,473-17.3% | $2,723+5.5% | $2,405+19.5% |
| Participant deferral / active EE | $3,784 | $3,379+12.0% | $3,403+11.2% | $3,739+1.2% |
| Admin fee / account holder | $121 | $75+61.4% | $3,592-96.6% | $102+18.0% |