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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,287,211 |
Service code 49 · EIN 74-2794194 | Other Services | $150,156 |
Service code 29 · EIN 58-0967450 | Legal | $13,499 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,494 | $89,433-48.0% | $160,039-70.9% | $89,433-48.0% |
| Participation rate | 94.6% | 71.3%+23.3pp | 78.0%+16.6pp | 71.3%+23.3pp |
| Annual return | -15.04% | -11.88%-3.2pp | 409.10%-424.1pp | -11.88%-3.2pp |
| Employer contribution / active EE | $1,857 | $3,021-38.5% | $4,226-56.1% | $3,021-38.5% |
| Participant deferral / active EE | $5,496 | $5,125+7.3% | $6,184-11.1% | $5,125+7.3% |
| Admin fee / account holder | $75 | $79-5.3% | $8,716-99.1% | $79-5.3% |