Filed January 6, 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 |
|---|---|---|
ARGENT TRUST COMPANY1+ years Service code 21 · EIN 62-1437218 | Bank Trustee | $91,873 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 · EIN 42-0127290 | Recordkeeping | $27,954 |
RSM US LLP1+ years Filed as: MCGLADREY, LLP Service code 10 · EIN 42-0714325 | Accounting | $21,500 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL Service code 34 · EIN 26-4038273 | Direct payment from the plan; Valuati... | $21,009 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $49,798 | $72,770-31.6% | $67,652-26.4% | $55,191-9.8% |
| Participation rate | 64.8% | 78.8%-14.0pp | 75.7%-10.8pp | 69.2%-4.3pp |
| Annual return | -3.13% | -3.26%+0.1pp | 6625.40%-6628.5pp | 10.78%-13.9pp |
| Employer contribution / active EE | $1,161 | $1,769-34.4% | $2,266-48.7% | $1,899-38.8% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $208 | $79+164.3% | $4,821-95.7% | $91+129.4% |