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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,413,776 |
Service code 49 · EIN 74-2794194 | Other Services | $187,202 |
GREERWALKER LLP4 years Filed as: GREER WALKER LLP Service code 10 · EIN 56-1434747 | Accounting | $14,500 |
Service code 27 · EIN 58-0967450 | Advisory (Plan) | $10,026 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,957 | $106,520-45.6% | $189,611-69.4% | $106,520-45.6% |
| Participation rate | 93.2% | 71.3%+21.9pp | 78.5%+14.8pp | 71.3%+21.9pp |
| Annual return | 16.84% | 19.28%-2.4pp | 64.20%-47.4pp | 19.28%-2.4pp |
| Employer contribution / active EE | $1,830 | $2,840-35.6% | $4,413-58.5% | $2,840-35.6% |
| Participant deferral / active EE | $5,263 | $4,948+6.4% | $6,174-14.8% | $4,948+6.4% |
| Admin fee / account holder | $91 | $75+21.7% | $9,808-99.1% | $75+21.7% |