Filed October 24, 2000
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BNY MELLON CAPITAL Service code 28 50 FREMONT STREET SUITE 3900 · SAN FRANCISCO, CA 94105 | Investment Management | $0 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENT Service code 65 | Account Maintenance | $0 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS Service code 28 1301 SECOND AVENUE · SEATTLE, WA 98101 | Investment Management | $0 |
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 | $381,942,733-100.0% | $169,917-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 0.0%0pp |
| Annual return | 7.05% | 28.71%-21.7pp | 7.98%-0.9pp | 9.19%-2.1pp |
| Employer contribution / active EE | $8,387 | $15,250-45.0% | $23,724-64.6% | $12,608-33.5% |
| Participant deferral / active EE | $0 | $156-100.0% | $53-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $636-100.0% | $2,655,710-100.0% |