Filed October 18, 2004 (most recent of 2 filings on file)
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $238,559 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,447 | $96,400-53.9% | $149,721-70.3% | $177,276-74.9% |
| Participation rate | 87.6% | 88.9%-1.4pp | 87.1%+0.5pp | 74.8%+12.7pp |
| Annual return | 42.27% | 19.02%+23.2pp | 1501.67%-1459.4pp | 21.25%+21.0pp |
| Employer contribution / active EE | $2,483 | $3,680-32.5% | $5,444-54.4% | $2,479+0.2% |
| Participant deferral / active EE | $0 | $5,510-100.0% | $6,568-100.0% | $3,881-100.0% |
| Admin fee / account holder | $25 | $69-63.6% | $11,282-99.8% | $154-83.6% |