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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,245,983 |
AMERICOPY3 years Service code 13 · EIN 86-0716459 | Contract Administrator | $52,689 |
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $49,579 |
MORNINGSTAR4 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).
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 | $69,635 | $89,609-22.3% | $182,575-61.9% | $89,609-22.3% |
| Participation rate | 95.4% | 69.6%+25.8pp | 78.0%+17.4pp | 69.6%+25.8pp |
| Annual return | 31.20% | 33.65%-2.5pp | 148.60%-117.4pp | 33.65%-2.5pp |
| Employer contribution / active EE | $1,880 | $2,584-27.2% | $4,077-53.9% | $2,584-27.2% |
| Participant deferral / active EE | $5,510 | $4,222+30.5% | $5,526-0.3% | $4,222+30.5% |
| Admin fee / account holder | $70 | $72-2.2% | $8,595-99.2% | $72-2.2% |