Filed October 18, 2006
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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS3+ years Filed as: FRANK RUSSELL Service code 25 · EIN 91-1116938 1301 SECOND AVE · SEATTLE, WA 98101 | Directed Trustee | $1,167,468 |
Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 60 · EIN 04-2647786 PO BOX 770002 · CINCINNATI, OH 452770027 | Sub-TA Fees | $98,356 |
FINDLEY1 year Filed as: FINDLEY DAVIES Service code 17 · EIN 34-1213174 ONE SEAGATE · TOLEDO, OH 436041558 | Pension Consulting | $70,326 |
BERRY DUNN3+ years Service code 10 · EIN 01-0523282 36 PLEASANT STREET · BANGOR, ME 04401 | Accounting | $15,153 |
Filed as: FIDELITY INVESTMENTS OPER CO Service code 60 | Sub-TA Fees | $0 |
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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 | $0 | $32,974-100.0% | $434,039-100.0% | $32,974-100.0% |
| Participation rate | 0.0% | 94.9%-94.9pp | 97.1%-97.1pp | 94.9%-94.9pp |
| Annual return | 10.49% | 8.06%+2.4pp | 11.11%-0.6pp | 8.06%+2.4pp |
| Employer contribution / active EE | $3,322 | $5,735-42.1% | $18,764-82.3% | $5,735-42.1% |
| Participant deferral / active EE | $0 | $1,590-100.0% | $4,535-100.0% | $1,590-100.0% |
| Admin fee / account holder | $0 | $4-100.0% | $112,112-100.0% | $4-100.0% |