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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,977 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $12,444 |
FULLER, MICHELLE A.3+ years Service code 49 · EIN 42-5133064 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,973 | $75,284-29.6% | $91,004-41.8% | $69,634-23.9% |
| Participation rate | 96.9% | 80.4%+16.6pp | 75.6%+21.3pp | 70.7%+26.3pp |
| Annual return | 7.65% | 48.40%-40.8pp | 4.60%+3.0pp | 27572.26%-27564.6pp |
| Employer contribution / active EE | $2,271 | $2,473-8.2% | $2,456-7.5% | $2,032+11.7% |
| Participant deferral / active EE | $3,535 | $3,700-4.5% | $3,548-0.4% | $3,224+9.6% |
| Admin fee / account holder | $52 | $111-53.0% | $5,417-99.0% | $110-52.9% |