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 COMPANY4+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1175091 | Investment Management | $699,132 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 12 · EIN 04-3022712 | Direct payment from the plan; Trustee... | $534,783 |
NISA INVESTMENT ADVISORS, LLC4+ years Filed as: NISA Service code 28 · EIN 48-1140940 | Investment Management | $389,212 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $136,069 |
PICKETT, CHANEY & MCMULLEN LLP4+ years Filed as: PICKET, CHANEY & MCMULLEN LLP Service code 10 · EIN 48-1246310 | Accounting | $13,675 |
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 | $29,558-100.0% | $98,614-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 8.8%-8.8pp | 1.8%-1.8pp |
| Annual return | -6.25% | -1.21%-5.0pp | -0.41%-5.8pp | 0.19%-6.4pp |
| Employer contribution / active EE | $19,685 | $10,104+94.8% | $15,396+27.9% | $13,763+43.0% |
| Participant deferral / active EE | $0 | $121-100.0% | $26-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $803-100.0% | $2,970-100.0% | $426-100.0% |