Filed April 9, 2009
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 |
|---|---|---|
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO N Service code 27 · EIN 94-3112180 | Advisory (Plan) | $449,772 |
USI CONSULTING GROUP3 years Service code 11 · EIN 06-1053228 | Actuarial | $375,194 |
Filed as: PRINCIPAL TRUST COMPANY Service code 13 · EIN 51-0099493 | Contract Administrator | $66,616 |
TANNER LLC8 years Service code 10 · EIN 20-2253063 | Accounting | $31,922 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,703,652-100.0% | $2,703,652-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 7.7%-7.7pp | 55.8%-55.8pp |
| Annual return | 11.48% | 4.23%+7.3pp | 7.26%+4.2pp | 24.44%-13.0pp |
| Employer contribution / active EE | $0 | $53,056-100.0% | $34,949-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $22,013-100.0% | - | $22,013-100.0% |