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 | $31,026 |
Service code 49 P.O. BOX 71396 · CHICAGO, IL 606941396 | Other Services | $5,694 |
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 | $60,184 | $84,784-29.0% | $98,462-38.9% | $74,478-19.2% |
| Participation rate | 94.2% | 81.5%+12.7pp | 75.2%+19.0pp | 70.7%+23.5pp |
| Annual return | 9.54% | 20.59%-11.0pp | 21.20%-11.7pp | 34.37%-24.8pp |
| Employer contribution / active EE | $2,605 | $3,364-22.6% | $3,049-14.6% | $2,637-1.2% |
| Participant deferral / active EE | $5,167 | $5,218-1.0% | $4,738+9.0% | $4,530+14.1% |
| Admin fee / account holder | $59 | $204-71.2% | $8,875-99.3% | $347-83.0% |