Filed November 16, 2005
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 |
|---|---|---|
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $26,860 |
US BANK10+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $21,276 |
Service code 28 · EIN 26-0058143 | Investment Management | $17,610 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | - | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | 7.92% | 7.65%+0.3pp | 4.95%+3.0pp | 7.65%+0.3pp |
| Employer contribution / active EE | $22,735 | $20,582+10.5% | $20,917+8.7% | $20,582+10.5% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $188-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | - | $193-100.0% |