Filed July 18, 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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,819 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES NFP Service code 49 | Other Services | $3,803 |
NFP RETIREMENT INC1+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $3,538 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $250 |
NFP RETIREMENT INC1+ years Filed as: KESTRA INVESTMENT SERVICES NFP Service code 49 · EIN 74-2794194 | Other Services | $0 |
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 | $68,479 | $55,516+23.4% | $75,784-9.6% | $59,188+15.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | 2.67% | -1.89%+4.6pp | 9.68%-7.0pp | 5.51%-2.8pp |
| Employer contribution / active EE | $3,128 | $2,604+20.2% | $3,323-5.9% | $2,098+49.1% |
| Participant deferral / active EE | $3,778 | $2,599+45.4% | $3,652+3.4% | $3,265+15.7% |
| Admin fee / account holder | $10 | $110-91.1% | $5,300-99.8% | $92-89.3% |