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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $160,803 |
401(K) ADVISORS INC6 years Filed as: 401(K) ADVISORS, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $21,000 |
Filed as: CHRISTENSEN GROUP FINANCIAL, LLC Service code 38 · EIN 87-4130828 | Participant Communication | $9,375 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,746 | $36,773+67.9% | $189,758-67.5% | $85,660-27.9% |
| Participation rate | 83.8% | 63.3%+20.5pp | 79.8%+4.0pp | 74.8%+9.0pp |
| Annual return | 12.00% | 55.47%-43.5pp | 52.62%-40.6pp | 19.52%-7.5pp |
| Employer contribution / active EE | $6,701 | $1,536+336.3% | $4,767+40.6% | $4,199+59.6% |
| Participant deferral / active EE | $0 | $1,800-100.0% | $5,856-100.0% | $3,518-100.0% |
| Admin fee / account holder | $84 | $132-36.4% | $20,388-99.6% | $224-62.6% |