Filed June 15, 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 | $257,949 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 49 · EIN 74-2794194 | Other Services | $16,161 |
SMITH, GAMBRELL & RUSSELL, LLP1+ years Filed as: SMITH GAMBRELL & RUSSELL Service code 29 · EIN 58-0967450 | Legal | $9,163 |
NFP RETIREMENT INC1+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $5,232 |
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 | $36,934 | $67,505-45.3% | $155,789-76.3% | $67,505-45.3% |
| Participation rate | 87.9% | 71.2%+16.7pp | 76.1%+11.8pp | 71.2%+16.7pp |
| Annual return | 1.40% | 6.52%-5.1pp | 71.54%-70.1pp | 6.52%-5.1pp |
| Employer contribution / active EE | $1,314 | $2,173-39.5% | $3,839-65.8% | $2,173-39.5% |
| Participant deferral / active EE | $3,599 | $3,597+0.1% | $4,798-25.0% | $3,597+0.1% |
| Admin fee / account holder | $38 | $56-33.1% | $7,477-99.5% | $56-33.1% |