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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,537 |
INFINEX INVESTMENTS INC1 year Service code 49 · EIN 06-1367288 | Other Services | $28,390 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $26,435 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,492 | $134,045-43.7% | $80,022-5.7% | $75,289+0.3% |
| Participation rate | 94.5% | 85.8%+8.8pp | 75.8%+18.7pp | 72.4%+22.1pp |
| Annual return | 4.41% | -0.56%+5.0pp | 11.22%-6.8pp | -0.04%+4.5pp |
| Employer contribution / active EE | $2,918 | $3,492-16.4% | $2,468+18.2% | $2,405+21.3% |
| Participant deferral / active EE | $3,766 | $4,976-24.3% | $3,686+2.2% | $3,739+0.7% |
| Admin fee / account holder | $27 | $124-78.4% | $6,521-99.6% | $102-73.9% |