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 |
|---|---|---|
MERCER2 years Service code 11 · EIN 13-2834414 | Actuarial | $188,545 |
SIT INVESTMENT ASSOCIATES4+ years Service code 28 · EIN 41-1404829 | Investment Management | $107,907 |
US BANK4+ years Service code 21 · EIN 41-6271370 | Bank Trustee | $49,271 |
ADVANTUS CAPITAL MANAGEMENT4+ years Service code 28 · EIN 41-1792781 | Investment Management | $46,063 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 28 · EIN 20-0292745 | Investment Management | $35,437 |
MERCER4+ years Filed as: PAVILION ADVISORY GROUP, INC Service code 27 · EIN 04-3831795 | Advisory (Plan) | $30,000 |
Filed as: SECURIAN ASSET MANAGEMENT Service code 28 · EIN 41-1792781 | Investment Management | $18,471 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $218,893-100.0% | $436,953-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 49.9%-49.9pp | 44.2%-44.2pp | 46.4%-46.4pp |
| Annual return | -34.88% | -114.99%+80.1pp | -102.04%+67.2pp | -82.67%+47.8pp |
| Employer contribution / active EE | $0 | $39,361-100.0% | $36,232-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $44-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,759-100.0% | $12,721-100.0% | $11,204-100.0% |