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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $309,328 |
CADENCE BANK1 year Filed as: CADENCE INSURANCE, INC. Service code 49 · EIN 72-1381997 | Other Services | $67,338 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $82,493 | $136,266-39.5% | $90,767-9.1% | $77,906+5.9% |
| Participation rate | 98.1% | 86.6%+11.5pp | 75.7%+22.4pp | 73.7%+24.4pp |
| Annual return | -13.70% | -11.32%-2.4pp | -12.16%-1.5pp | 12.16%-25.9pp |
| Employer contribution / active EE | $3,963 | $4,215-6.0% | $2,922+35.6% | $2,846+39.2% |
| Participant deferral / active EE | $5,516 | $6,353-13.2% | $4,565+20.8% | $4,805+14.8% |
| Admin fee / account holder | $175 | $399-56.2% | $8,445-97.9% | $133+31.8% |