Filed November 9, 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.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $1,048,039 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $225,952 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $190,000 |
NEWPORT GROUP, INC.9+ years Filed as: NEWPORT GROUP SECURITIES Service code 27 · EIN 59-3099288 | Advisory (Plan) | $100,312 |
Filed as: TOPPAN MERRILL LLC Service code 38 · EIN 90-0849891 | Participant Communication | $76,677 |
FRIDAY ELDREDGE & CLARK9+ years Filed as: FRIDAY ELDREDGE & CLARK, LLP Service code 29 · EIN 71-0253637 | Legal | $65,823 |
BDO USA, LLP4 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $39,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,540 | $57,458+38.4% | $95,763-16.9% | $96,393-17.5% |
| Participation rate | 60.3% | 47.9%+12.3pp | 72.3%-12.0pp | 71.3%-11.0pp |
| Annual return | 24.45% | 17.80%+6.7pp | 28.43%-4.0pp | 22.88%+1.6pp |
| Employer contribution / active EE | $738 | $1,155-36.1% | $2,836-74.0% | $3,239-77.2% |
| Participant deferral / active EE | $1,631 | $2,443-33.2% | $4,244-61.6% | $5,455-70.1% |
| Admin fee / account holder | $49 | $61-19.6% | $5,669-99.1% | $74-34.1% |