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 | $21,048 |
BXS INSURANCE INC1 year Service code 49 · EIN 72-1381997 | Other Services | $20,165 |
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 | $69,157 | $93,131-25.7% | $106,554-35.1% | $86,828-20.4% |
| Participation rate | 97.6% | 81.4%+16.2pp | 76.1%+21.5pp | 72.3%+25.3pp |
| Annual return | 11.39% | 19.45%-8.1pp | 26.80%-15.4pp | 97.95%-86.6pp |
| Employer contribution / active EE | $2,978 | $2,895+2.8% | $2,819+5.6% | $2,406+23.8% |
| Participant deferral / active EE | $4,872 | $4,708+3.5% | $4,398+10.8% | $4,132+17.9% |
| Admin fee / account holder | $44 | $145-70.0% | $7,408-99.4% | $170-74.3% |