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 year Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 21 · EIN 91-1116938 | Bank Trustee | $670,706 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $257,424 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET RETIREE SERVICES Service code 15 · EIN 04-1867445 | Recordkeeping | $75,731 |
KPMG LLP5+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $21,751 |
VERUS3 years Service code 17 · EIN 94-3194697 | Pension Consulting | $16,169 |
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 | $3,370,408-100.0% | $50,635-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 1.2%-1.2pp |
| Annual return | 19.80% | 36.82%-17.0pp | 18.06%+1.7pp | 53.27%-33.5pp |
| Employer contribution / active EE | $0 | $13,338-100.0% | $30,411-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $40-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,675-100.0% | $13,289-100.0% |