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 |
|---|---|---|
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 98-0655536 | Investment Management | $162,498 |
USI CONSULTING GROUP3+ years Service code 11 · EIN 06-1053228 | Actuarial | $116,000 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL TRUST COMPANY Service code 26 · EIN 51-0099493 | Advisory (Participants) | $25,331 |
TANNER LLC3+ years Service code 10 · EIN 20-2253063 | Accounting | $19,572 |
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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.
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 | $52,198-100.0% | $325,553-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.0%-11.0pp |
| Annual return | -1.78% | 9.98%-11.8pp | 9.17%-11.0pp | 8.21%-10.0pp |
| Employer contribution / active EE | $0 | $11,917-100.0% | $40,523-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $17,411-100.0% | $1,652-100.0% |