Filed August 9, 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 |
|---|---|---|
RUSSELL TRUST COMPANY1 year Service code 25 · EIN 91-1116938 | Directed Trustee | $393,872 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. (NJ) Service code 11 · EIN 22-2232264 | Actuarial | $321,722 |
LINKLATERS LLP1 year Service code 29 · EIN 13-2733177 | Legal | $65,580 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $49,961 |
BALLARD SPAHR LLP1 year Service code 29 · EIN 23-0382195 | Legal | $35,000 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 50 · EIN 91-1116938 | Direct Payment | $31,667 |
DLA PIPER2 years Filed as: DLA PIPER LLP US Service code 29 · EIN 52-0616490 | Legal | $29,185 |
NEPC, LLC1 year Filed as: NEPC LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $27,500 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $26,250 |
Filed as: STATE STREET BANK & TRUST CO. Service code 25 · EIN 04-1867445 | Directed Trustee | $25,347 |
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Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $28,425,075-100.0% | $7,193,366-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.4%-2.4pp |
| Annual return | -9.09% | 11.98%-21.1pp | 78.62%-87.7pp | 22.81%-31.9pp |
| Employer contribution / active EE | $58,113 | $19,973+191.0% | $31,646+83.6% | $18,290+217.7% |
| Participant deferral / active EE | $0 | $2,176-100.0% | $101-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $226,166-100.0% | $75,389-100.0% | $85,222-100.0% |