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 |
|---|---|---|
Filed as: VOYA Service code 13 · EIN 22-3713430 | Contract Administrator | $548,591 |
RUSSELL TRUST COMPANY1+ years Filed as: RUSSEL INVESTMENTS Service code 27 · EIN 91-1116938 | Advisory (Plan) | $488,959 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON Service code 15 · EIN 13-5160382 | Recordkeeping | $138,720 |
PACIFIC GLOBAL ADVISORS1+ years Service code 27 · EIN 80-0717139 | Advisory (Plan) | $120,883 |
BAY COLONY ADVISORS1+ years Filed as: BAY MUTUAL Service code 27 · EIN 38-3694155 | Advisory (Plan) | $64,478 |
AON CONSULTING1+ years Filed as: AON Service code 11 · EIN 22-2597551 | Actuarial | $62,138 |
AVAYA INC1+ years Service code 35 · EIN 22-3713430 | Direct payment from the plan; Employe... | $47,126 |
EISNERAMPER LLP1+ years Filed as: EISNER AMPER Service code 10 · EIN 13-1639826 | Accounting | $47,000 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE Service code 17 · EIN 95-2755361 | Pension Consulting | $12,375 |
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 | $82,591-100.0% | $186,087-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 0.8%-0.8pp |
| Annual return | -0.26% | -3.68%+3.4pp | -2.13%+1.9pp | -0.60%+0.3pp |
| Employer contribution / active EE | $51,424 | $13,163+290.7% | $34,127+50.7% | $12,272+319.0% |
| Participant deferral / active EE | $0 | $47-100.0% | $131-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $941-100.0% | $717-100.0% |