Filed December 20, 2006 (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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE BANK AND TRUST COMPANY Service code 24 401 CLINTON ST · DEFIANCE, OH 43512 | Discretionary Trustee | $82,497 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP, INC. Service code 13 · EIN 06-1053228 | Contract Administrator | $4,072 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,707 | $130,294-26.5% | $170,057-43.7% | $71,529+33.8% |
| Participation rate | 95.1% | 86.2%+8.9pp | 87.0%+8.1pp | 67.9%+27.2pp |
| Annual return | 14.29% | 20.36%-6.1pp | 53.42%-39.1pp | 28.97%-14.7pp |
| Employer contribution / active EE | $2,784 | $4,385-36.5% | $6,790-59.0% | $2,590+7.5% |
| Participant deferral / active EE | $5,731 | $6,928-17.3% | $10,411-45.0% | $4,291+33.5% |
| Admin fee / account holder | $256 | $966-73.5% | $12,826-98.0% | $1,588-83.9% |