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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,759 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,823 | $36,926-92.4% | $156,551-98.2% | $57,661-95.1% |
| Participation rate | 92.8% | 63.4%+29.4pp | 84.0%+8.8pp | 70.2%+22.6pp |
| Annual return | 12.53% | 12.38%+0.1pp | 32.23%-19.7pp | 5.13%+7.4pp |
| Employer contribution / active EE | $986 | $1,571-37.2% | $5,501-82.1% | $1,974-50.0% |
| Participant deferral / active EE | $452 | $1,926-76.5% | $4,871-90.7% | $3,061-85.2% |
| Admin fee / account holder | $10 | $83-87.9% | $13,028-99.9% | $95-89.4% |