Filed April 7, 1994 (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 COMPANY2 years Filed as: RUSSELL INVESTMENTS Service code 16 · EIN 91-1934665 | Consulting | $300,000 |
Filed as: FIDELITY INVESTMENT INSTITUTION Service code 15 · EIN 04-2647786 | Recordkeeping | $248,237 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET RETIREE SERVICES Service code 15 1 HERITAGE DRIVE · QUINCY, MA 02171 | Recordkeeping | $135,456 |
CALLAN ASSOCIATES8+ years Filed as: CALLAN ASSOCIATES INC. Service code 16 · EIN 94-2192581 | Consulting | $113,920 |
RSM US LLP8+ years Filed as: RSM US LLP. Service code 10 · EIN 42-0714325 | Accounting | $78,763 |
MERCER8+ years Service code 11 · EIN 36-2336943 | Actuarial | $64,850 |
Service code 16 | Consulting | $11,543 |
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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.
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 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 1.5%-1.5pp |
| Annual return | -23.56% | 87.23%-110.8pp | -5.12%-18.4pp | 23.41%-47.0pp |
| Employer contribution / active EE | $46,011 | $12,989+254.2% | $31,020+48.3% | $12,650+263.7% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |