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.4+ years Service code 13 · EIN 91-2090931 | Contract Administrator | $2,605,860 |
INVESCO4+ years Service code 19 · EIN 58-1707262 | Securities Custodian | $430,171 |
TYSON FOODS, INC.4+ years Service code 14 · EIN 71-0225165 | Plan Administrator | $212,678 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB TRUST CO. Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Investmen... | $175,532 |
AON CONSULTING4+ years Filed as: AON INVESTMENT CONSULTING Service code 27 · EIN 59-2706923 | Advisory (Plan) | $143,671 |
PRICEWATERHOUSECOOPERS LLP4+ years Filed as: PRICEWATERHOUSE COOPERS Service code 10 · EIN 13-4008324 | Accounting | $42,480 |
MASTERPOINT FINANCIALS TECH.4+ years Service code 49 · EIN 41-1810775 | Other Services | $41,640 |
MERCER1 year Filed as: MERCER US, INC Service code 70 · EIN 13-2834414 | Consulting Fees | $20,000 |
INFORMATION SOLUTIONS4+ years Service code 36 · EIN 13-2638166 | Copying and duplicating; Direct payme... | $18,414 |
BRYAN CAVE LLP4+ years Service code 29 · EIN 43-0602162 | Legal | $17,238 |
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 | $37,395 | $73,367-49.0% | $105,736-64.6% | $73,367-49.0% |
| Participation rate | 51.7% | 69.5%-17.8pp | 76.3%-24.6pp | 69.5%-17.8pp |
| Annual return | 0.56% | 173.45%-172.9pp | 6.27%-5.7pp | 173.45%-172.9pp |
| Employer contribution / active EE | $802 | $2,499-67.9% | $3,268-75.4% | $2,499-67.9% |
| Participant deferral / active EE | $1,450 | $4,033-64.0% | $4,080-64.5% | $4,033-64.0% |
| Admin fee / account holder | $58 | $68-14.8% | $6,913-99.2% | $68-14.8% |