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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,280,315 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $49,554 |
AMERICOPY6 years Service code 13 · EIN 86-0716459 | Contract Administrator | $38,875 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,333 | $89,433-22.5% | $160,039-56.7% | $89,433-22.5% |
| Participation rate | 94.7% | 71.3%+23.4pp | 78.0%+16.7pp | 71.3%+23.4pp |
| Annual return | -17.31% | -11.88%-5.4pp | 409.10%-426.4pp | -11.88%-5.4pp |
| Employer contribution / active EE | $1,987 | $3,021-34.2% | $4,226-53.0% | $3,021-34.2% |
| Participant deferral / active EE | $5,871 | $5,125+14.6% | $6,184-5.1% | $5,125+14.6% |
| Admin fee / account holder | $60 | $79-24.2% | $8,716-99.3% | $79-24.2% |