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 COMPANY9+ years Service code 21 · EIN 91-1116938 | Bank Trustee | $1,339,482 |
K&L GATES9+ years Service code 29 · EIN 25-0921018 | Legal | $144,521 |
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS CONSULTING Service code 27 · EIN 13-2638166 | Advisory (Plan) | $98,339 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $76,699 |
MOSS ADAMS LLP9+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $46,200 |
Filed as: STATE STREET Service code 18 · EIN 04-1867445 | Custodial (other than securities); Di... | $43,256 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $331,632-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 2.3%-2.3pp |
| Annual return | 12.43% | 18.69%-6.3pp | 10.60%+1.8pp | 37.77%-25.3pp |
| Employer contribution / active EE | $0 | $12,263-100.0% | $43,831-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $0-100.0% | $166-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $25,063-100.0% | $9,287-100.0% |