Filed January 25, 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 |
|---|---|---|
MILLIMAN, INC.10+ years Filed as: MILLIMAN, INC Service code 15 · EIN 91-0675641 | Recordkeeping | $495,037 |
MATRIX TRUST COMPANY10+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $86,338 |
ASCENSUS LLC10+ years Filed as: FRANCIS INVESTMENT COUNSEL Service code 27 · EIN 90-0142264 | Advisory (Plan) | $41,640 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,632 | $110,258-6.0% | $102,460+1.1% | $200,096-48.2% |
| Participation rate | 96.8% | 86.3%+10.5pp | 76.5%+20.3pp | 72.0%+24.8pp |
| Annual return | 16.06% | 35.78%-19.7pp | 29.47%-13.4pp | 34.26%-18.2pp |
| Employer contribution / active EE | $3,131 | $3,605-13.1% | $3,025+3.5% | $3,038+3.1% |
| Participant deferral / active EE | $5,665 | $6,377-11.2% | $5,056+12.0% | $5,090+11.3% |
| Admin fee / account holder | $112 | $122-8.8% | $9,460-98.8% | $269-58.6% |