Filed July 25, 2006 (most recent of 4 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 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 28 · EIN 20-0292745 | Investment Management | $72,843 |
US BANK1+ years Service code 21 · EIN 41-6271370 | Bank Trustee | $49,759 |
SIT INVESTMENT ASSOCIATES1+ years Service code 28 · EIN 41-1404829 | Investment Management | $46,141 |
CLIFTONLARSONALLEN LLP1+ years Filed as: THE CLIFTON GROUP Service code 28 · EIN 41-0995965 | Investment Management | $32,597 |
ADVANTUS CAPITAL MANAGEMENT1+ years Service code 28 · EIN 41-1792781 | Investment Management | $17,347 |
MERCER1+ years Filed as: PAVILION ADVISORY GROUP, INC Service code 27 · EIN 04-3831795 | Advisory (Plan) | $8,684 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | 1.53% | 4.01%-2.5pp | -2.01%+3.5pp | 1.67%-0.1pp |
| Employer contribution / active EE | $0 | $6,352-100.0% | $34,453-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |