Filed January 31, 2008 (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 |
|---|---|---|
RUSSELL TRUST COMPANY1+ years Filed as: FRANK RUSSELL TRUST COMPANY Service code 21 · EIN 91-1116938 | Bank Trustee | $386,994 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $318,456 |
PIMCO FUNDS1+ years Filed as: PIMCO, LLC Service code 28 · EIN 33-0629048 | Investment Management | $257,186 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET RETIREE SERVICES Service code 15 · EIN 04-1867445 | Recordkeeping | $83,826 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC INVESTMENT SOLUTIONS, INC Service code 27 · EIN 94-3194697 | Advisory (Plan) | $30,156 |
KPMG LLP1+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $21,125 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $14,096,330-100.0% | $96,302-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -11.05% | 0.61%-11.7pp | -2.90%-8.1pp | 1.67%-12.7pp |
| Employer contribution / active EE | $0 | $9,133-100.0% | $27,990-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $146-100.0% | $137-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $519-100.0% | $66,276-100.0% |