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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,038 |
FULLER, MICHELLE A.1+ years Service code 49 · EIN 42-5133064 | Other Services | $5,978 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,028 | $62,324-26.1% | $68,509-32.8% | $55,191-16.6% |
| Participation rate | 94.1% | 78.9%+15.2pp | 74.7%+19.4pp | 69.2%+25.0pp |
| Annual return | -1.08% | 4.26%-5.3pp | 8.27%-9.4pp | 10.78%-11.9pp |
| Employer contribution / active EE | $1,735 | $2,223-21.9% | $2,278-23.8% | $1,899-8.6% |
| Participant deferral / active EE | $2,702 | $3,425-21.1% | $3,382-20.1% | $3,046-11.3% |
| Admin fee / account holder | $52 | $91-43.1% | $5,275-99.0% | $91-42.7% |