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.2+ years Service code 13 · EIN 91-2090931 | Contract Administrator | $2,410,862 |
INVESCO2+ years Service code 19 · EIN 58-1707262 | Securities Custodian | $412,897 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST CO. Service code 18 · EIN 42-1558009 | Investment advisory (plan); Sharehold... | $232,021 |
TYSON FOODS, INC.2+ years Service code 14 · EIN 71-0225165 | Plan Administrator | $225,016 |
AON CONSULTING2+ years Filed as: AON INVESTMENT CONSULTING Service code 27 · EIN 59-2706923 | Advisory (Plan) | $145,277 |
PRICEWATERHOUSECOOPERS LLP2+ years Filed as: PRICEWATERHOUSE COOPERS Service code 10 · EIN 13-4008324 | Accounting | $42,292 |
MASTERPOINT FINANCIALS TECH.2+ years Service code 49 · EIN 41-1810775 | Other Services | $35,251 |
INFORMATION SOLUTIONS2+ years Service code 36 · EIN 13-2638166 | Direct payment from the plan; Copying... | $16,911 |
BRYAN CAVE LLP2+ years Service code 29 · EIN 43-0602162 | Legal | $16,615 |
ROARK GROUP2+ years Service code 36 · EIN 71-0454445 | Copying and duplicating | $11,163 |
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 | $37,617 | $329,111-88.6% | $106,619-64.7% | $329,111-88.6% |
| Participation rate | 48.1% | 67.9%-19.8pp | 78.0%-29.9pp | 67.9%-19.8pp |
| Annual return | 13.49% | 16.35%-2.9pp | 9.42%+4.1pp | 16.35%-2.9pp |
| Employer contribution / active EE | $689 | $2,303-70.1% | $3,947-82.5% | $2,303-70.1% |
| Participant deferral / active EE | $1,236 | $3,682-66.4% | $3,930-68.5% | $3,682-66.4% |
| Admin fee / account holder | $66 | $754-91.3% | $6,418-99.0% | $754-91.3% |