Filed December 2, 2011
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 |
|---|---|---|
BANKERS TRUST COMPANY9 years Service code 21 · EIN 42-0127385 | Bank Trustee | $248,674 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $186,970 |
AGILIS PARTNERS LLC1 year Filed as: AGILIS Service code 11 · EIN 04-3513306 | Actuarial | $87,315 |
DA DAVIDSON & CO1 year Filed as: D.A. DAVIDSON & CO. Service code 27 · EIN 81-0139474 | Advisory (Plan) | $33,875 |
DBT4 years Service code 10 · EIN 91-1900424 | Accounting | $11,900 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $468,422-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 11.0%-11.0pp |
| Annual return | 0.70% | 10.38%-9.7pp | 6.89%-6.2pp | 8.21%-7.5pp |
| Employer contribution / active EE | $110,508 | $22,557+389.9% | $43,785+152.4% | $13,837+698.6% |
| Participant deferral / active EE | $0 | $177-100.0% | $44-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $1,988-100.0% | $1,652-100.0% |