Filed October 18, 2004
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 |
|---|---|---|
USI CONSULTING GROUP5+ years Service code 11 · EIN 13-4032401 | Actuarial | $67,122 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 18 711 HIGH STREET · DES MOINES, IA 50392 | Investment management fees paid direc... | $23,851 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Filed as: WILSHIRE ASSOCIATES Service code 49 210 SIXTH AVENUE, SUITE 3720 · PITTSBURG, PA 15222 | Other Services | $12,696 |
Filed as: SMITH ELLIOT KEARNS & COMPANY, LLC Service code 10 804 WAYNE AVENUE · CHAMBERSBURG, PA 17201 | Accounting | $10,450 |
M&T INVESTMENT GROUP3 years Service code 11 · EIN 23-2289209 | Actuarial | $6,189 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 9.83% | 10.64%-0.8pp | 90.61%-80.8pp | 11.45%-1.6pp |
| Employer contribution / active EE | $7,477 | $11,339-34.1% | $32,730-77.2% | $17,219-56.6% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |