Filed February 21, 2006 (most recent of 3 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 51-0099493 | Recordkeeping | $162,001 |
STATE STREET GLOBAL ADVISORS4 years Service code 28 · EIN 04-3480508 | Investment Management | $22,984 |
Service code 28 · EIN 36-4853392 3819 MAPLE AVENUE · DALLAS, TX 75219 | Investment Management | $22,572 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING Service code 11 · EIN 06-1053228 | Actuarial | $18,310 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $447,195-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 25.8%-25.8pp | 5.6%-5.6pp |
| Annual return | -19.81% | -17.00%-2.8pp | -11.06%-8.7pp | 39.82%-59.6pp |
| Employer contribution / active EE | $0 | $12,834-100.0% | $55,362-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $26-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $3,572-100.0% | $62-100.0% |