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 |
|---|---|---|
RUSSELL TRUST COMPANY3+ years Filed as: RUSSEL INVESTMENTS Service code 27 · EIN 91-1116938 | Advisory (Plan) | $612,417 |
AON CONSULTING3+ years Filed as: AON Service code 11 · EIN 22-2597551 | Actuarial | $602,703 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON Service code 15 · EIN 13-5160382 | Recordkeeping | $82,044 |
BAY COLONY ADVISORS3+ years Filed as: BAY MUTUAL Service code 27 · EIN 38-3694155 | Advisory (Plan) | $52,244 |
EISNERAMPER LLP3+ years Filed as: EISNER AMPER Service code 10 · EIN 13-1639826 | Accounting | $16,850 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE Service code 17 · EIN 95-2755361 | Pension Consulting | $8,644 |
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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 | $1,723,788-100.0% | $256,121-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 1.9%-1.9pp |
| Annual return | 15.65% | 11.30%+4.3pp | 9.60%+6.0pp | 23.90%-8.2pp |
| Employer contribution / active EE | $114,650 | $21,004+445.9% | $45,595+151.5% | $16,539+593.2% |
| Participant deferral / active EE | $0 | $79-100.0% | $255-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,523-100.0% | $18,975-100.0% |