Filed December 7, 2005 (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.
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 |
|---|---|---|
BANKERS TRUST COMPANY3 years Filed as: TI TRUST Service code 25 · EIN 20-1171923 | Directed Trustee | $51,787 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 · EIN 42-0127290 | Recordkeeping | $26,805 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,111 | $144,879+9.1% | $111,319+42.0% | $93,010+70.0% |
| Participation rate | 99.8% | 86.1%+13.6pp | 77.3%+22.4pp | 73.9%+25.9pp |
| Annual return | 44.14% | 18.11%+26.0pp | 54.68%-10.5pp | 158.70%-114.6pp |
| Employer contribution / active EE | $1,665 | $3,052-45.4% | $2,732-39.0% | $2,705-38.4% |
| Participant deferral / active EE | $0 | $5,576-100.0% | $4,488-100.0% | $4,561-100.0% |
| Admin fee / account holder | $43 | $104-58.2% | $7,966-99.5% | $152-71.4% |