Filed February 25, 2010
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: RUSSELL INVESTMENTS Service code 28 1301 SECOND AVENUE · SEATTLE, WA 98101 | Investment Management | $800,803 |
MERCER10+ years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $244,504 |
US BANK10+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 84-0892519 | Bank Trustee | $241,252 |
FORVIS, LLP2 years Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 910 EAST ST. LOUIS STREET · SPRINGFIELD, MO 658011190 | Accounting | $22,229 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $618,728-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 0.0%0pp |
| Annual return | 3.99% | 8.88%-4.9pp | 2.61%+1.4pp | 8.88%-4.9pp |
| Employer contribution / active EE | $9,890 | $15,934-37.9% | $36,531-72.9% | $15,934-37.9% |
| Participant deferral / active EE | $0 | $753-100.0% | $87-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $69,555-100.0% | - |