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 |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 12 · EIN 04-3022712 | Claims processing; Trustee (bank, tru... | $935,428 |
RUSSELL TRUST COMPANY5+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1175091 | Investment Management | $711,856 |
NISA INVESTMENT ADVISORS, LLC5+ years Filed as: NISA Service code 28 · EIN 48-1140940 | Investment Management | $553,162 |
Service code 11 · EIN 53-0181291 | Actuarial | $293,524 |
PICKETT, CHANEY & MCMULLEN LLP5+ years Filed as: PICKET, CHANEY & MCMULLEN LLP Service code 10 · EIN 48-1246310 | Accounting | $25,500 |
Filed as: INDEPENDENT INSURANCE ANALYSTS, LLC Service code 11 · EIN 13-4206965 | Actuarial | $7,500 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $3,370,408-100.0% | $204,001-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 1.2%-1.2pp |
| Annual return | 17.66% | 21.31%-3.6pp | -100.31%+118.0pp | 53.27%-35.6pp |
| Employer contribution / active EE | $0 | $7,169-100.0% | $18,686-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $116-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,604-100.0% | $13,289-100.0% |