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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,151,105 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $37,052 |
AMERICOPY5 years Service code 13 · EIN 86-0716459 | Contract Administrator | $28,709 |
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $12,401 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,780 | $106,520-15.7% | $189,611-52.7% | $106,520-15.7% |
| Participation rate | 94.9% | 71.3%+23.6pp | 78.5%+16.5pp | 71.3%+23.6pp |
| Annual return | 16.72% | 19.28%-2.6pp | 64.20%-47.5pp | 19.28%-2.6pp |
| Employer contribution / active EE | $1,911 | $2,840-32.7% | $4,413-56.7% | $2,840-32.7% |
| Participant deferral / active EE | $5,710 | $4,948+15.4% | $6,174-7.5% | $4,948+15.4% |
| Admin fee / account holder | $59 | $75-20.5% | $9,808-99.4% | $75-20.5% |