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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 98-0655536 | Investment Management | $241,286 |
USI CONSULTING GROUP1+ years Service code 11 · EIN 06-1053228 | Actuarial | $92,600 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL TRUST COMPANY Service code 26 · EIN 51-0099493 | Advisory (Participants) | $28,538 |
TANNER LLC1+ years Service code 10 · EIN 20-2253063 | Accounting | $12,292 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,088-100.0% | $788,447-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 3.0%-3.0pp | 21.4%-21.4pp | 9.9%-9.9pp |
| Annual return | -22.31% | -12.85%-9.5pp | -3.21%-19.1pp | -5.25%-17.1pp |
| Employer contribution / active EE | $30,303 | $16,520+83.4% | $46,051-34.2% | $15,161+99.9% |
| Participant deferral / active EE | $0 | $32-100.0% | $31-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $779-100.0% | $46,258-100.0% | $3,859-100.0% |