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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $975,377 |
Service code 16 · EIN 20-4751585 | Consulting | $37,500 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
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 | $54,982 | $329,111-83.3% | $171,082-67.9% | $329,111-83.3% |
| Participation rate | 95.3% | 67.9%+27.5pp | 76.7%+18.6pp | 67.9%+27.5pp |
| Annual return | 8.85% | 16.35%-7.5pp | 32.56%-23.7pp | 16.35%-7.5pp |
| Employer contribution / active EE | $1,826 | $2,303-20.7% | $4,002-54.4% | $2,303-20.7% |
| Participant deferral / active EE | $4,790 | $3,682+30.1% | $4,797-0.2% | $3,682+30.1% |
| Admin fee / account holder | $77 | $754-89.8% | $8,520-99.1% | $754-89.8% |