Filed May 15, 2013 (most recent of 4 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 COMPANY10+ years Service code 21 · EIN 91-1116938 | Bank Trustee | $1,168,865 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $455,586 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS CONSULTING Service code 27 · EIN 13-2638166 | Advisory (Plan) | $70,000 |
K&L GATES10+ years Service code 29 · EIN 25-0921018 | Legal | $66,832 |
MOSS ADAMS LLP10+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $47,775 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET Service code 18 · EIN 04-1867445 | Direct payment from the plan; Custodi... | $30,192 |
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Employer contribution per participant 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 | $0 | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 0.0%0pp |
| Annual return | 3.82% | 8.76%-4.9pp | 6.89%-3.1pp | 8.76%-4.9pp |
| Employer contribution / active EE | $5,982 | $16,664-64.1% | $43,868-86.4% | $16,664-64.1% |
| Participant deferral / active EE | $0 | $948-100.0% | $44-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |