Filed January 6, 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 |
|---|---|---|
Filed as: PRINCIPAL LIFE Service code 13 · EIN 42-0127290 | Contract Administrator | $31,264 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,965 | $41,281-46.8% | $109,313-79.9% | $57,658-61.9% |
| Participation rate | 86.1% | 59.3%+26.8pp | 71.3%+14.8pp | 70.2%+15.9pp |
| Annual return | 6.33% | 8.97%-2.6pp | 22.07%-15.7pp | 5.13%+1.2pp |
| Employer contribution / active EE | $528 | $1,201-56.0% | $3,892-86.4% | $1,974-73.2% |
| Participant deferral / active EE | $2,022 | $2,223-9.1% | $3,166-36.2% | $3,061-33.9% |
| Admin fee / account holder | $130 | $75+72.8% | $5,666-97.7% | $95+37.5% |