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.
| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS6+ years Filed as: FRANK RUSSELL Service code 25 · EIN 91-1116938 1301 SECOND AVE · SEATTLE, WA 98101 | Directed Trustee | $1,110,937 |
FINDLEY4 years Filed as: FINDLEY DAVIES Service code 17 · EIN 34-1213174 ONE SEAGATE · TOLEDO, OH 436041558 | Pension Consulting | $144,496 |
Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 60 · EIN 04-2647786 PO BOX 770002 · CINCINNATI, OH 452770027 | Sub-TA Fees | $88,802 |
Filed as: STATE STREET RETIREE SERVICES Service code 12 · EIN 04-1867445 PO BOX 5607 · BOSTON, MA 022065607 | Claims processing | $48,064 |
BERRY DUNN6+ years Service code 10 · EIN 01-0523282 36 PLEASANT STREET · BANGOR, ME 04401 | Accounting | $14,325 |
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 | $48,797-100.0% | $577,535-100.0% | $48,797-100.0% |
| Participation rate | 0.0% | 62.1%-62.1pp | 78.1%-78.1pp | 62.1%-62.1pp |
| Annual return | 8.59% | 13.91%-5.3pp | 6.14%+2.4pp | 13.91%-5.3pp |
| Employer contribution / active EE | $3,208 | $3,195+0.4% | $11,530-72.2% | $3,195+0.4% |
| Participant deferral / active EE | $0 | $2,160-100.0% | $2,961-100.0% | $2,160-100.0% |
| Admin fee / account holder | $0 | $11-100.0% | $9,502-100.0% | $11-100.0% |