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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $374,560 |
Filed as: COMERSTONE ADVISORS Service code 27 · EIN 75-3204798 | Advisory (Plan) | $127,783 |
LUTZ & COMPANY, PC1 year Filed as: LUTZ Service code 10 · EIN 47-0625816 | Accounting | $21,750 |
DATA TERRAIN INC.1 year Service code 49 · EIN 82-1517659 | Other Services | $15,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $149,390 | $105,179+42.0% | $64,110+133.0% | $80,187+86.3% |
| Participation rate | 82.7% | 73.5%+9.2pp | 72.3%+10.4pp | 72.9%+9.8pp |
| Annual return | 17.07% | 20.34%-3.3pp | 33.75%-16.7pp | 40.40%-23.3pp |
| Employer contribution / active EE | $3,123 | $3,311-5.7% | $2,751+13.5% | $2,980+4.8% |
| Participant deferral / active EE | $4,612 | $4,020+14.7% | $3,883+18.8% | $5,016-8.1% |
| Admin fee / account holder | $61 | $113-46.1% | $3,071-98.0% | $145-57.9% |