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.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $373,287 |
NFP RETIREMENT INC4+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $131,190 |
SMITH, GAMBRELL & RUSSELL, LLP4+ years Filed as: SMITH GAMBRELL & RUSSELL Service code 29 · EIN 58-0967450 | Legal | $14,453 |
GREERWALKER LLP1 year Filed as: GREER WALKER LLP Service code 10 · EIN 56-1434747 | Accounting | $13,000 |
Service code 49 · EIN 74-2794194 | Other Services | $6,749 |
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 | $41,920 | $68,904-39.2% | $169,452-75.3% | $68,904-39.2% |
| Participation rate | 91.5% | 74.1%+17.3pp | 77.8%+13.7pp | 74.1%+17.3pp |
| Annual return | -5.60% | 1.07%-6.7pp | 1.83%-7.4pp | 1.07%-6.7pp |
| Employer contribution / active EE | $1,565 | $2,540-38.4% | $4,157-62.4% | $2,540-38.4% |
| Participant deferral / active EE | $4,306 | $4,015+7.2% | $5,277-18.4% | $4,015+7.2% |
| Admin fee / account holder | $36 | $71-49.2% | $9,110-99.6% | $71-49.2% |