Filed January 6, 2006 (most recent of 2 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $121,345 |
401(K) ADVISORS INC2 years Filed as: 401(K) ADVISORS, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $15,958 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 38 · EIN 35-2552359 | Participant Communication | $10,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,854 | $67,512-9.9% | $185,854-67.3% | $93,010-34.6% |
| Participation rate | 64.8% | 67.1%-2.3pp | 81.7%-16.9pp | 73.9%-9.1pp |
| Annual return | 21.17% | 21.04%+0.1pp | 122.12%-100.9pp | 158.70%-137.5pp |
| Employer contribution / active EE | $4,946 | $1,783+177.3% | $5,169-4.3% | $2,705+82.8% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,569-100.0% | $4,561-100.0% |
| Admin fee / account holder | $109 | $318-65.6% | $16,246-99.3% | $152-27.9% |