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 |
|---|---|---|
INFINEX INVESTMENTS INC2 years Service code 49 · EIN 06-1367288 | Other Services | $68,783 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,618 |
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 | $85,302 | $96,403-11.5% | $93,621-8.9% | $77,775+9.7% |
| Participation rate | 97.3% | 87.6%+9.7pp | 75.8%+21.5pp | 73.2%+24.1pp |
| Annual return | 21.01% | 39.36%-18.3pp | 32.76%-11.7pp | 32.58%-11.6pp |
| Employer contribution / active EE | $3,489 | $3,616-3.5% | $2,719+28.3% | $2,504+39.4% |
| Participant deferral / active EE | $4,534 | $5,341-15.1% | $4,070+11.4% | $3,966+14.3% |
| Admin fee / account holder | $39 | $90-56.7% | $7,890-99.5% | $100-61.3% |