Filed March 12, 2004 (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.
| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY1+ years Filed as: RUSSELL INVESTMENTS Service code 27 · EIN 91-1116938 | Advisory (Plan) | $933,662 |
Filed as: VOYA Service code 13 · EIN 22-3713430 | Contract Administrator | $663,671 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON Service code 15 · EIN 13-5160382 | Recordkeeping | $263,743 |
PACIFIC GLOBAL ADVISORS1+ years Service code 27 · EIN 80-0717139 | Advisory (Plan) | $230,799 |
BAY COLONY ADVISORS1+ years Filed as: BAY MUTUAL Service code 27 · EIN 38-3694155 | Advisory (Plan) | $123,022 |
AON CONSULTING1+ years Filed as: AON Service code 11 · EIN 22-2597551 | Actuarial | $74,653 |
AVAYA INC1+ years Service code 35 · EIN 22-3713430 | Employee (plan sponsor); Direct payme... | $47,126 |
EISNERAMPER LLP1+ years Filed as: EISNERAMPER LLC Service code 10 · EIN 13-1639826 | Accounting | $47,000 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE Service code 17 · EIN 95-2755361 | Pension Consulting | $23,625 |
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 | $14,096,330-100.0% | $186,087-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 0.0%0pp |
| Annual return | -0.08% | 1.67%-1.8pp | -2.13%+2.1pp | 1.67%-1.8pp |
| Employer contribution / active EE | $42,466 | $10,506+304.2% | $34,127+24.4% | $10,506+304.2% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $131-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $941-100.0% | $66,276-100.0% |