Filed April 11, 2011 (most recent of 2 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.
| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY2+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1175091 | Investment Management | $745,153 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 12 · EIN 04-3022712 | Claims processing; Trustee (bank, tru... | $734,244 |
NISA INVESTMENT ADVISORS, LLC2+ years Filed as: NISA Service code 28 · EIN 48-1140940 | Investment Management | $544,631 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $119,288 |
PICKETT, CHANEY & MCMULLEN LLP2+ years Filed as: PICKET, CHANEY & MCMULLEN LLP Service code 10 · EIN 48-1246310 | Accounting | $13,150 |
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 | $35,636-100.0% | $111,575-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 1.8%-1.8pp |
| Annual return | 6.23% | 5.03%+1.2pp | 18.87%-12.6pp | 7.18%-1.0pp |
| Employer contribution / active EE | $61,153 | $10,273+495.3% | $19,828+208.4% | $13,095+367.0% |
| Participant deferral / active EE | $0 | $49-100.0% | $68-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $262-100.0% | $362-100.0% |