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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $237,171 |
Service code 49 P.O. BOX 71396 · CHICAGO, IL 606941396 | Other Services | $30,331 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $95,943 | $104,631-8.3% | $98,462-2.6% | $80,187+19.6% |
| Participation rate | 98.7% | 87.5%+11.1pp | 75.2%+23.5pp | 72.9%+25.7pp |
| Annual return | 14.28% | 34.72%-20.4pp | 21.20%-6.9pp | 40.40%-26.1pp |
| Employer contribution / active EE | $4,235 | $4,517-6.3% | $3,049+38.9% | $2,980+42.1% |
| Participant deferral / active EE | $6,009 | $6,545-8.2% | $4,738+26.8% | $5,016+19.8% |
| Admin fee / account holder | $133 | $105+27.0% | $8,875-98.5% | $145-8.2% |