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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,302,189 |
Service code 16 · EIN 20-4751585 | Consulting | $50,000 |
AMERICOPY1 year Service code 38 · EIN 86-0716459 | Participant Communication | $29,382 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,730 | $80,976-20.1% | $185,117-65.0% | $80,976-20.1% |
| Participation rate | 94.0% | 68.3%+25.8pp | 77.3%+16.8pp | 68.3%+25.8pp |
| Annual return | 41.19% | 22.91%+18.3pp | 40.50%+0.7pp | 22.91%+18.3pp |
| Employer contribution / active EE | $1,720 | $2,402-28.4% | $4,182-58.9% | $2,402-28.4% |
| Participant deferral / active EE | $4,623 | $3,848+20.1% | $5,045-8.4% | $3,848+20.1% |
| Admin fee / account holder | $79 | $67+17.0% | $8,159-99.0% | $67+17.0% |