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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $419,187 |
BXS INSURANCE INC1 year Service code 49 · EIN 72-1381997 | Other Services | $99,019 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,080 | $114,195-14.1% | $106,554-8.0% | $93,010+5.5% |
| Participation rate | 96.3% | 86.4%+9.9pp | 76.1%+20.2pp | 73.9%+22.4pp |
| Annual return | 14.82% | 22.18%-7.4pp | 26.80%-12.0pp | 158.70%-143.9pp |
| Employer contribution / active EE | $3,970 | $4,009-1.0% | $2,819+40.8% | $2,705+46.7% |
| Participant deferral / active EE | $5,418 | $5,908-8.3% | $4,398+23.2% | $4,561+18.8% |
| Admin fee / account holder | $244 | $105+132.7% | $7,408-96.7% | $152+60.7% |