Filed February 21, 2006 (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.
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 14 · EIN 42-0127290 | Plan Administrator | $79,111 |
Filed as: JPMCB MGMT Service code 24 · EIN 13-4994650 | Discretionary Trustee | $43,978 |
PARMS & COMPANY10+ years Service code 49 · EIN 01-0548473 | Other Services | $24,700 |
MARINER LLC2 years Filed as: MARINER INSTITUTIONAL LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $23,750 |
SAWGRASS ASSET MANAGEMENT10+ years Filed as: SAWGRASS ASSET MGMT Service code 28 · EIN 59-3488505 | Investment Management | $12,776 |
PNC BANK, N.A.10+ years Filed as: PNC Service code 19 · EIN 25-1211909 | Securities Custodian | $7,553 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,731 | $82,917-60.5% | $103,333-68.3% | $77,643-57.8% |
| Participation rate | 96.6% | 71.6%+25.0pp | 74.5%+22.1pp | 70.6%+26.0pp |
| Annual return | 0.94% | 19.13%-18.2pp | 24.88%-23.9pp | 31.24%-30.3pp |
| Employer contribution / active EE | $6,039 | $3,552+70.0% | $3,868+56.1% | $2,726+121.5% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $166 | $638-73.9% | $8,355-98.0% | $430-61.3% |