Filed January 6, 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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,467 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,328 | $37,039-85.6% | $147,618-96.4% | $59,188-91.0% |
| Participation rate | 84.8% | 63.8%+21.1pp | 84.6%+0.2pp | 69.4%+15.4pp |
| Annual return | 7.01% | 7.19%-0.2pp | 61.98%-55.0pp | 5.51%+1.5pp |
| Employer contribution / active EE | $1,688 | $1,353+24.7% | $5,564-69.7% | $2,098-19.6% |
| Participant deferral / active EE | $1,011 | $2,094-51.7% | $4,895-79.4% | $3,265-69.0% |
| Admin fee / account holder | $13 | $60-78.1% | $11,612-99.9% | $92-85.7% |