Filed January 6, 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 |
|---|---|---|
Filed as: J.P. MORGAN SECURITIES Service code 21 · EIN 13-4110995 | Bank Trustee | $768,569 |
Filed as: MERRILL LYNCH RETIREMENT SERVICES Service code 11 P.O BOX 1501 · PENNINGTON, NJ 085349809 | Actuarial | $426,074 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $83,401 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $52,798 |
BAKER NEWMAN NOYES4+ years Service code 10 · EIN 01-0494526 | Accounting | $26,542 |
COLUMBIA4+ years Service code 51 COLUMBIA MGMT INVESTMENT SERVICES · BOSTON, MA 022668081 | Investment Mgmt Fees | $15,003 |
PENCHECKS1 year Filed as: PENCHECKS TRUST COMPANY Service code 21 · EIN 33-6134835 | Bank Trustee | $12,857 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 RESOURCES INVESTMENT ADVISORS · OVERLAND PARK, KS 66211 | Advisory (Plan) | $9,250 |
JACKSON LEWIS P.C.4+ years Filed as: JACKSON LEWIS Service code 29 JACKSON LEWIS P.C. · PORTSMOUTH, NH 03801 | Legal | $6,876 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 19.52% | 15.61%+3.9pp | 20.73%-1.2pp | 53.27%-33.7pp |
| Employer contribution / active EE | $14,556 | $10,773+35.1% | $36,503-60.1% | $14,774-1.5% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |