Filed October 18, 2004 (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 |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.1+ years Service code 13 · EIN 91-2090931 | Contract Administrator | $2,466,974 |
INVESCO1+ years Service code 19 · EIN 58-1707262 | Securities Custodian | $423,804 |
TYSON FOODS, INC.1+ years Service code 14 · EIN 71-0225165 | Plan Administrator | $232,067 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST CO. Service code 18 · EIN 42-1558009 | Investment advisory (plan); Account m... | $225,828 |
AON CONSULTING1+ years Filed as: AON INVESTMENT CONSULTING Service code 27 · EIN 59-2706923 | Advisory (Plan) | $141,147 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSE COOPERS Service code 10 · EIN 13-4008324 | Accounting | $39,200 |
MASTERPOINT FINANCIALS TECH.1+ years Service code 49 · EIN 41-1810775 | Other Services | $33,427 |
ROARK GROUP1+ years Service code 36 · EIN 71-0454445 | Copying and duplicating | $20,459 |
BRYAN CAVE LLP1+ years Service code 29 · EIN 43-0602162 | Legal | $17,559 |
INFORMATION SOLUTIONS1+ years Service code 36 · EIN 13-2638166 | Direct payment from the plan; Copying... | $17,474 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,419 | $69,651-50.6% | $85,969-60.0% | $69,651-50.6% |
| Participation rate | 46.9% | 66.6%-19.7pp | 76.5%-29.6pp | 66.6%-19.7pp |
| Annual return | 0.88% | 53.77%-52.9pp | 9.32%-8.4pp | 53.77%-52.9pp |
| Employer contribution / active EE | $636 | $2,241-71.6% | $3,474-81.7% | $2,241-71.6% |
| Participant deferral / active EE | $1,134 | $3,635-68.8% | $3,829-70.4% | $3,635-68.8% |
| Admin fee / account holder | $71 | $63+11.6% | $6,053-98.8% | $63+11.6% |