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.7+ years Service code 13 · EIN 91-2090931 | Contract Administrator | $2,920,300 |
INVESCO7+ years Service code 19 · EIN 58-1707262 | Securities Custodian | $489,727 |
TYSON FOODS, INC.7+ years Service code 14 · EIN 71-0225165 | Plan Administrator | $465,413 |
AON CONSULTING7+ years Filed as: AON INVESTMENT CONSULTING Service code 27 · EIN 59-2706923 | Advisory (Plan) | $378,549 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB TRUST CO. Service code 18 · EIN 42-1558009 | Investment advisory (plan); Sharehold... | $177,631 |
Filed as: DST RETIREMENT SOLUTIONS Service code 49 · EIN 43-1581814 | Other Services | $43,950 |
BRYAN CAVE LLP7+ years Service code 29 · EIN 43-0602162 | Legal | $22,780 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $20,925 |
INFORMATION SOLUTIONS7+ years Service code 36 · EIN 13-2638166 | Direct payment from the plan; Copying... | $11,507 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,796 | $106,520-48.6% | $124,694-56.1% | $106,520-48.6% |
| Participation rate | 51.7% | 71.3%-19.6pp | 74.6%-22.9pp | 71.3%-19.6pp |
| Annual return | 12.59% | 19.28%-6.7pp | 5144.82%-5132.2pp | 19.28%-6.7pp |
| Employer contribution / active EE | $1,014 | $2,840-64.3% | $3,325-69.5% | $2,840-64.3% |
| Participant deferral / active EE | $1,872 | $4,948-62.2% | $4,615-59.4% | $4,948-62.2% |
| Admin fee / account holder | $67 | $75-9.5% | $7,495-99.1% | $75-9.5% |