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.3+ years Service code 13 · EIN 91-2090931 | Contract Administrator | $2,632,562 |
INVESCO3+ years Service code 19 · EIN 58-1707262 | Securities Custodian | $420,946 |
TYSON FOODS, INC.3+ years Service code 14 · EIN 71-0225165 | Plan Administrator | $249,426 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST CO. Service code 18 · EIN 42-1558009 | Float revenue; Shareholder servicing ... | $182,785 |
AON CONSULTING3+ years Filed as: AON INVESTMENT CONSULTING Service code 27 · EIN 59-2706923 | Advisory (Plan) | $144,425 |
PRICEWATERHOUSECOOPERS LLP3+ years Filed as: PRICEWATERHOUSE COOPERS Service code 10 · EIN 13-4008324 | Accounting | $42,798 |
MASTERPOINT FINANCIALS TECH.3+ years Service code 49 · EIN 41-1810775 | Other Services | $37,028 |
Service code 27 · EIN 03-0415817 | Advisory (Plan) | $35,176 |
INFORMATION SOLUTIONS3+ years Service code 36 · EIN 13-2638166 | Direct payment from the plan; Copying... | $19,877 |
ROARK GROUP3+ years Service code 36 · EIN 71-0454445 | Copying and duplicating | $10,305 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,194 | $80,976-49.1% | $117,039-64.8% | $80,976-49.1% |
| Participation rate | 47.1% | 68.3%-21.1pp | 77.2%-30.1pp | 68.3%-21.1pp |
| Annual return | 14.52% | 22.91%-8.4pp | 18.95%-4.4pp | 22.91%-8.4pp |
| Employer contribution / active EE | $715 | $2,402-70.2% | $3,785-81.1% | $2,402-70.2% |
| Participant deferral / active EE | $1,282 | $3,848-66.7% | $3,929-67.4% | $3,848-66.7% |
| Admin fee / account holder | $66 | $67-1.9% | $5,974-98.9% | $67-1.9% |