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 23 · EIN 42-0127290 | Recordkeeping fees; Account maintenan... | $0 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENT 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 | $23,094-100.0% | $169,917-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 10.7%-10.7pp | 10.3%-10.3pp | 12.6%-12.6pp |
| Annual return | 2.26% | 4.80%-2.5pp | 7.98%-5.7pp | 4.56%-2.3pp |
| Employer contribution / active EE | $35,714 | $12,906+176.7% | $23,724+50.5% | $15,526+130.0% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $636-100.0% | $1,711-100.0% |