Filed January 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $56,960 |
US BANK7+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $15,106 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 35-0859910 | Accounting | $14,700 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 11 · EIN 36-3109431 | Actuarial | $13,743 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,555 |
Service code 11 · EIN 93-1098102 | Actuarial | $5,359 |
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 | $112,968 | $172,932-34.7% | $119,237-5.3% | $86,828+30.1% |
| Participation rate | 99.8% | 89.4%+10.4pp | 82.7%+17.1pp | 72.3%+27.5pp |
| Annual return | 12.37% | 20.96%-8.6pp | 30.70%-18.3pp | 97.95%-85.6pp |
| Employer contribution / active EE | $6,856 | $5,487+25.0% | $4,383+56.4% | $2,406+185.0% |
| Participant deferral / active EE | $0 | $8,466-100.0% | $6,112-100.0% | $4,132-100.0% |
| Admin fee / account holder | $167 | $150+11.0% | $7,229-97.7% | $170-1.6% |