Filed February 1, 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.2+ years Service code 15 · EIN 91-0675641 8500 NORMANDALE LAKE BLVD STE 1850 · MINNEAPOLIS, MN 55437 | Recordkeeping | $152,933 |
AMERICAN FUNDS2+ years Filed as: ADVANCED CAPITAL GROUP Service code 26 · EIN 41-1921960 50 SOUTH 6TH STREET STE 975 · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $27,000 |
MATRIX TRUST COMPANY1 year Service code 21 · EIN 75-1382674 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Bank Trustee | $13,326 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,967 | $39,859-54.9% | $78,676-77.2% | $57,658-68.8% |
| Participation rate | 98.0% | 66.1%+31.9pp | 73.6%+24.4pp | 70.2%+27.7pp |
| Annual return | 8.22% | 18.96%-10.7pp | 62.19%-54.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $1,033 | $1,786-42.1% | $2,850-63.7% | $1,974-47.7% |
| Participant deferral / active EE | $1,981 | $2,248-11.9% | $3,517-43.7% | $3,061-35.3% |
| Admin fee / account holder | $128 | $76+67.4% | $4,510-97.2% | $95+34.9% |