Filed May 17, 2005 (most recent of 3 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY2 years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 28 · EIN 91-1116938 | Investment Management | $1,342,175 |
MERCER3+ years Service code 11 · EIN 20-1932099 | Actuarial | $333,721 |
BOKF, NA3+ years Filed as: BOKF, NA DBA BANK OF TEXAS Service code 21 · EIN 73-0780382 | Bank Trustee | $103,361 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $61,500 |
ERNST & YOUNG LLP1 year Service code 16 · EIN 34-6565596 | Consulting | $7,822 |
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 49 · EIN 13-5581829 | Other Services | $5,981 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 14.54% | 35.86%-21.3pp | 10.53%+4.0pp | 17.84%-3.3pp |
| Employer contribution / active EE | $20,094 | $23,588-14.8% | $29,360-31.6% | $14,688+36.8% |
| Participant deferral / active EE | $0 | $317-100.0% | $54-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |