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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $252,759 |
NFP RETIREMENT INC3+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $120,258 |
Service code 49 · EIN 74-2794194 | Other Services | $86,728 |
SMITH, GAMBRELL & RUSSELL, LLP3+ years Filed as: SMITH GAMBRELL & RUSSELL Service code 29 · EIN 58-0967450 | Legal | $7,350 |
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 | $45,229 | $177,276-74.5% | $185,117-75.6% | $177,276-74.5% |
| Participation rate | 92.0% | 74.8%+17.2pp | 77.3%+14.8pp | 74.8%+17.2pp |
| Annual return | 19.16% | 21.25%-2.1pp | 40.50%-21.3pp | 21.25%-2.1pp |
| Employer contribution / active EE | $1,474 | $2,479-40.5% | $4,182-64.7% | $2,479-40.5% |
| Participant deferral / active EE | $4,052 | $3,881+4.4% | $5,045-19.7% | $3,881+4.4% |
| Admin fee / account holder | $30 | $154-80.4% | $8,159-99.6% | $154-80.4% |