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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,128,059 |
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $49,619 |
AMERICOPY4 years Service code 13 · EIN 86-0716459 | Contract Administrator | $25,594 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | 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 | $84,656 | $106,273-20.3% | $185,876-54.5% | $106,273-20.3% |
| Participation rate | 95.1% | 70.8%+24.3pp | 78.0%+17.0pp | 70.8%+24.3pp |
| Annual return | 18.21% | 21.70%-3.5pp | 35.96%-17.8pp | 21.70%-3.5pp |
| Employer contribution / active EE | $1,900 | $2,722-30.2% | $4,088-53.5% | $2,722-30.2% |
| Participant deferral / active EE | $5,590 | $4,601+21.5% | $5,634-0.8% | $4,601+21.5% |
| Admin fee / account holder | $64 | $78-17.9% | $9,504-99.3% | $78-17.9% |