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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $699,799 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $147,762 | $143,889+2.7% | $189,534-22.0% | $106,520+38.7% |
| Participation rate | 98.3% | 89.1%+9.1pp | 87.8%+10.5pp | 71.3%+27.0pp |
| Annual return | 19.42% | 17.38%+2.0pp | 555.39%-536.0pp | 19.28%+0.1pp |
| Employer contribution / active EE | $923 | $4,416-79.1% | $6,162-85.0% | $2,840-67.5% |
| Participant deferral / active EE | $11,084 | $7,575+46.3% | $8,220+34.8% | $4,948+124.0% |
| Admin fee / account holder | $46 | $98-53.1% | $12,049-99.6% | $75-38.1% |