Filed November 14, 2003
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 CONSULTING5+ years Service code 11 PO BOX 905188 · CHARLOTTE, NC 28290 | Actuarial | $1,458,494 |
Filed as: INCOME RESEARCH + MANAGEMENT Service code 27 PO BOX 418868 · BOSTON, MA 022418830 | Advisory (Plan) | $184,405 |
GRANT THORNTON LLP5+ years Service code 10 · EIN 36-6055558 | Accounting | $137,370 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 21 PO BOX 9323 · DES MOINES, IA 503069323 | Bank Trustee | $101,166 |
RVK, INC.5+ years Filed as: RV KUHNS & ASSOCIATES Service code 27 PO BOX 3460 · PORTLAND, OR 97208 | Advisory (Plan) | $49,974 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $11,250 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $3,299,877-100.0% | $247,553-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.3%-2.3pp |
| Annual return | -1.13% | 18.04%-19.2pp | 32.33%-33.5pp | 37.77%-38.9pp |
| Employer contribution / active EE | $25 | $10,357-99.8% | $33,964-99.9% | $15,798-99.8% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |