Filed December 28, 1998 (most recent of 3 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 COMPANY5 years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 28 · EIN 91-1116938 | Investment Management | $1,397,536 |
WILLIS TOWERS WATSON US LLC7 years Filed as: TOWERS WATSON, DELAWARE, INC Service code 11 · EIN 53-0181291 | Actuarial | $395,068 |
US BANK9+ years Filed as: U.S. BANK, NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $235,972 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 49 · EIN 81-4017137 | Other Services | $70,000 |
ERNST & YOUNG LLP9+ years Service code 10 · EIN 34-6565596 | Accounting | $26,890 |
FOX ROTHSCHILD LLP8 years Service code 29 · EIN 23-1404723 | Legal | $18,658 |
K&L GATES1 year Filed as: K & L GATES LLP Service code 29 · EIN 25-0921018 | Legal | $8,491 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,363-100.0% | $80,293-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 5.6%-5.6pp | 2.2%-2.2pp |
| Annual return | 8.51% | 9.87%-1.4pp | 15.31%-6.8pp | 9.11%-0.6pp |
| Employer contribution / active EE | $493 | $9,738-94.9% | $28,686-98.3% | $12,231-96.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $126-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $456-100.0% | $125-100.0% |