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.
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| Provider | Service type | Compensation |
|---|---|---|
SIT INVESTMENT ASSOCIATES2+ years Service code 28 · EIN 41-1404829 | Investment Management | $75,854 |
ADVANTUS CAPITAL MANAGEMENT2+ years Service code 28 · EIN 41-1792781 | Investment Management | $55,200 |
US BANK2+ years Service code 21 · EIN 41-6271370 | Bank Trustee | $53,600 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 28 · EIN 20-0292745 | Investment Management | $42,280 |
CLIFTONLARSONALLEN LLP2+ years Filed as: THE CLIFTON GROUP Service code 28 · EIN 41-0995965 | Investment Management | $41,920 |
MERCER2+ years Filed as: PAVILION ADVISORY GROUP, INC Service code 27 · EIN 04-3831795 | Advisory (Plan) | $8,795 |
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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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 3.64% | 9.41%-5.8pp | 5.00%-1.4pp | 9.19%-5.6pp |
| Employer contribution / active EE | $1,676 | $8,353-79.9% | $35,918-95.3% | $12,608-86.7% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |