Filed June 30, 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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $158,795 |
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: FIDUCIARY INVESTMENT ADVISORY Service code 27 · EIN 20-4751585 | Advisory (Plan) | $50,000 |
AMERICOPY1+ years Filed as: AMERICCOPY Service code 38 · EIN 86-0716459 | Participant Communication | $23,736 |
IBBOTSON ASSOCIATES INC.1+ years Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,840 | $69,651-28.4% | $155,789-68.0% | $69,651-28.4% |
| Participation rate | 95.4% | 66.6%+28.9pp | 76.1%+19.3pp | 66.6%+28.9pp |
| Annual return | 1.96% | 53.77%-51.8pp | 71.54%-69.6pp | 53.77%-51.8pp |
| Employer contribution / active EE | $1,821 | $2,241-18.7% | $3,839-52.6% | $2,241-18.7% |
| Participant deferral / active EE | $4,788 | $3,635+31.7% | $4,798-0.2% | $3,635+31.7% |
| Admin fee / account holder | $13 | $63-78.9% | $7,477-99.8% | $63-78.9% |