Filed January 6, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
RUSSELL TRUST COMPANY4+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $350,911 |
FINDLEY4+ years Filed as: FINDLEY DAVIES Service code 17 · EIN 34-1213174 | Pension Consulting | $87,442 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $73,297 |
HUNGERFORD NICHOLS4+ years Service code 10 · EIN 38-2184825 | Accounting | $12,450 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $37,197-100.0% | $192,869-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 36.2%-36.2pp | 4.7%-4.7pp |
| Annual return | -5.55% | -0.69%-4.9pp | -0.77%-4.8pp | -0.69%-4.9pp |
| Employer contribution / active EE | $2,760 | $16,786-83.6% | $29,514-90.6% | $16,786-83.6% |
| Participant deferral / active EE | $0 | $525-100.0% | $36-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $42,257-100.0% | $124-100.0% |