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 | $389,887 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $79,890 | $93,756-14.8% | $133,975-40.4% | $329,111-75.7% |
| Participation rate | 96.0% | 89.7%+6.3pp | 87.1%+8.9pp | 67.9%+28.1pp |
| Annual return | 15.48% | 20.33%-4.8pp | 29.29%-13.8pp | 16.35%-0.9pp |
| Employer contribution / active EE | $881 | $3,619-75.6% | $5,211-83.1% | $2,303-61.7% |
| Participant deferral / active EE | $7,749 | $5,685+36.3% | $6,282+23.4% | $3,682+110.5% |
| Admin fee / account holder | $33 | $90-62.7% | $9,324-99.6% | $754-95.6% |