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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $569,399 |
Service code 27 · EIN 75-3204798 | Advisory (Plan) | $189,088 |
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 | $152,608 | $204,517-25.4% | $69,480+119.6% | $77,775+96.2% |
| Participation rate | 82.3% | 74.6%+7.6pp | 74.6%+7.6pp | 73.2%+9.0pp |
| Annual return | 20.00% | 22.10%-2.1pp | 28.99%-9.0pp | 32.58%-12.6pp |
| Employer contribution / active EE | $3,081 | $3,548-13.1% | $2,780+10.8% | $2,504+23.1% |
| Participant deferral / active EE | $4,173 | $3,478+20.0% | $3,537+18.0% | $3,966+5.2% |
| Admin fee / account holder | $121 | $101+20.1% | $3,840-96.9% | $100+20.7% |