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.6+ years Service code 13 · EIN 91-2090931 | Contract Administrator | $2,727,293 |
INVESCO6+ years Service code 27 · EIN 58-1707262 | Advisory (Plan) | $469,153 |
TYSON FOODS, INC.6+ years Service code 14 · EIN 71-0225165 | Plan Administrator | $297,698 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB TRUST CO. Service code 18 · EIN 42-1558009 | Account maintenance fees; Float reven... | $174,178 |
AON CONSULTING6+ years Filed as: AON INVESTMENT CONSULTING Service code 27 · EIN 59-2706923 | Advisory (Plan) | $153,955 |
BRYAN CAVE LLP6+ years Service code 29 · EIN 43-0602162 | Legal | $58,975 |
PRICEWATERHOUSECOOPERS LLP6+ years Filed as: PRICEWATERHOUSE COOPERS Service code 10 · EIN 13-4008324 | Accounting | $47,500 |
Filed as: DST RETIREMENT SOLUTIONS Service code 49 · EIN 43-1581814 | Other Services | $43,950 |
INFORMATION SOLUTIONS6+ years Service code 36 · EIN 13-2638166 | Direct payment from the plan; Copying... | $3,883 |
TRANSPARENT TRANSLATIONS1 year Service code 49 · EIN 13-3686771 | Other Services | $705 |
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 | $49,113 | $106,273-53.8% | $118,914-58.7% | $106,273-53.8% |
| Participation rate | 52.2% | 70.8%-18.6pp | 75.4%-23.2pp | 70.8%-18.6pp |
| Annual return | 18.96% | 21.70%-2.7pp | 35.89%-16.9pp | 21.70%-2.7pp |
| Employer contribution / active EE | $903 | $2,722-66.8% | $3,264-72.3% | $2,722-66.8% |
| Participant deferral / active EE | $1,658 | $4,601-64.0% | $4,266-61.1% | $4,601-64.0% |
| Admin fee / account holder | $59 | $78-25.2% | $6,582-99.1% | $78-25.2% |