Filed November 29, 2005 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,251,236 |
ACTUARIAL RETIREMENT SERVICES LLC10+ years Service code 11 · EIN 27-1025060 | Actuarial | $296,169 |
AON CONSULTING7 years Filed as: AON INVESTMENTS USA INC. Service code 28 · EIN 36-3109431 | Investment Management | $223,833 |
IR&M US INTERMEDIATE10+ years Service code 28 · EIN 04-2955404 | Investment Management | $100,150 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $96,862 |
SILCHESTER INTERNATIONAL INVESTORS10+ years Filed as: SILCHESTER Service code 28 · EIN 36-7045759 | Investment Management | $87,215 |
CITIBANK1 year Filed as: CITIBANK, N.A. Service code 15 · EIN 13-5266470 | Recordkeeping | $53,973 |
SEI INVESTMENTS1 year Filed as: JOHN W. BRISTOL & CO., INC. Service code 28 · EIN 13-2944656 | Investment Management | $42,233 |
Filed as: STATE STREET RESEARCH & MGMT CO. Service code 28 · EIN 13-3142135 | Investment Management | $30,818 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $24,265-100.0% | $110,417-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 11.2%-11.2pp | 58.0%-58.0pp | 11.2%-11.2pp |
| Annual return | 8.96% | 9.01%0pp | 4.13%+4.8pp | 9.01%0pp |
| Employer contribution / active EE | $70,213 | $12,866+445.7% | $15,783+344.9% | $12,866+445.7% |
| Participant deferral / active EE | $0 | $260-100.0% | $1,006-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $15,244-100.0% | $4,785-100.0% |