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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $478,030 |
Service code 27 · EIN 75-3204798 | Advisory (Plan) | $203,695 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $177,133 | $105,581+67.8% | $70,492+151.3% | $90,274+96.2% |
| Participation rate | 80.1% | 77.5%+2.6pp | 75.1%+5.1pp | 73.4%+6.8pp |
| Annual return | 14.68% | 14.78%-0.1pp | 109.16%-94.5pp | 53.97%-39.3pp |
| Employer contribution / active EE | $1,677 | $3,304-49.2% | $2,738-38.8% | $2,523-33.5% |
| Participant deferral / active EE | $4,412 | $3,813+15.7% | $3,711+18.9% | $4,231+4.3% |
| Admin fee / account holder | $141 | $68+109.4% | $3,848-96.3% | $114+23.9% |