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.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON Service code 11 · EIN 22-2597551 | Actuarial | $564,394 |
Filed as: VOYA Service code 13 · EIN 22-3713430 | Contract Administrator | $494,410 |
RUSSELL TRUST COMPANY2+ years Filed as: RUSSELL INVESTMENTS Service code 27 · EIN 91-1116938 | Advisory (Plan) | $261,482 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON Service code 15 · EIN 13-5160382 | Recordkeeping | $158,978 |
BAY COLONY ADVISORS2+ years Filed as: BAY MUTUAL Service code 27 · EIN 38-3694155 | Advisory (Plan) | $98,071 |
EISNERAMPER LLP2+ years Filed as: EISNERAMPER LLC Service code 10 · EIN 13-1639826 | Accounting | $48,080 |
AVAYA INC2+ years Service code 35 · EIN 22-3713430 | Direct payment from the plan; Employe... | $39,415 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE Service code 17 · EIN 95-2755361 | Pension Consulting | $23,520 |
KING & SPALDING LLP1 year Service code 29 1180 PEACHTREE ST. NE · ATLANTA, GA 30309 | Legal | $18,651 |
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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 | $35,636-100.0% | $18,392,177-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 1.8%-1.8pp |
| Annual return | 8.12% | 5.90%+2.2pp | 3.99%+4.1pp | 7.18%+0.9pp |
| Employer contribution / active EE | $89,512 | $17,826+402.2% | $38,279+133.8% | $13,095+583.6% |
| Participant deferral / active EE | $0 | $92-100.0% | $386-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $140,034-100.0% | $362-100.0% |