Filed July 9, 2007 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,488 |
Filed as: FAEGRE DRINKER BIDDLE & Service code 13 · EIN 41-0244008 | Contract Administrator | $13,638 |
USI CONSULTING GROUP1 year Service code 27 · EIN 06-1053228 | Advisory (Plan) | $11,157 |
MERCER1 year Service code 27 · EIN 30-0282430 | Advisory (Plan) | $5,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $721,820 | $55,889+1191.5% | $76,119+848.3% | $80,935+791.8% |
| Participation rate | 95.6% | 62.1%+33.5pp | 69.1%+26.5pp | 67.7%+27.9pp |
| Annual return | 19.30% | 20.58%-1.3pp | 361.25%-341.9pp | 35.66%-16.4pp |
| Employer contribution / active EE | $6,237 | $1,866+234.2% | $2,693+131.6% | $2,757+126.2% |
| Participant deferral / active EE | $19,387 | $3,051+535.4% | $4,259+355.2% | $4,299+350.9% |
| Admin fee / account holder | $454 | $5,241-91.3% | $6,421-92.9% | $6,924-93.4% |