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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,514,624 |
FIDUCIENT ADVISORS LLC3 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $49,468 |
AMERICOPY7 years Service code 13 · EIN 86-0716459 | Contract Administrator | $36,865 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,677 | $96,393-21.5% | $169,381-55.3% | $96,393-21.5% |
| Participation rate | 95.6% | 71.3%+24.3pp | 77.2%+18.4pp | 71.3%+24.3pp |
| Annual return | 19.43% | 22.88%-3.4pp | 406.41%-387.0pp | 22.88%-3.4pp |
| Employer contribution / active EE | $2,185 | $3,239-32.5% | $4,013-45.6% | $3,239-32.5% |
| Participant deferral / active EE | $6,200 | $5,455+13.7% | $6,224-0.4% | $5,455+13.7% |
| Admin fee / account holder | $62 | $74-15.7% | $9,013-99.3% | $74-15.7% |