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 |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $23,902 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CHARTWELL Service code 34 · EIN 26-4038273 | Valuation (appraisals, etc.); Other fees | $23,504 |
ARGENT TRUST COMPANY4+ years Service code 20 · EIN 62-1437218 | Investment management fees paid direc... | $22,039 |
RSM US LLP4+ years Filed as: MCGLADREY, LLP Service code 10 · EIN 42-0714325 | Accounting | $13,815 |
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.
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 | $39,677 | $65,118-39.1% | $76,768-48.3% | $55,725-28.8% |
| Participation rate | 61.4% | 79.6%-18.2pp | 77.0%-15.5pp | 70.9%-9.4pp |
| Annual return | 4.88% | -1.27%+6.1pp | 2.43%+2.5pp | 244.93%-240.0pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $2,485-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $206 | $116+77.4% | $6,675-96.9% | $115+78.5% |