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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $286,987 |
Service code 49 · EIN 74-2794194 | Other Services | $28,168 |
NFP RETIREMENT INC2+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $26,404 |
Filed as: SMITH GAMBRELL Service code 29 · EIN 58-0967450 | Legal | $10,690 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,255 | $65,292-39.9% | $171,082-77.1% | $65,292-39.9% |
| Participation rate | 92.6% | 72.4%+20.2pp | 76.7%+15.9pp | 72.4%+20.2pp |
| Annual return | 8.93% | 11.84%-2.9pp | 32.56%-23.6pp | 11.84%-2.9pp |
| Employer contribution / active EE | $1,419 | $2,302-38.3% | $4,002-64.5% | $2,302-38.3% |
| Participant deferral / active EE | $3,891 | $3,579+8.7% | $4,797-18.9% | $3,579+8.7% |
| Admin fee / account holder | $38 | $57-33.9% | $8,520-99.6% | $57-33.9% |