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 COMPANY3+ years Filed as: FRANK RUSSELL TRUST COMPANY Service code 21 · EIN 91-1116938 | Bank Trustee | $1,032,128 |
PIMCO FUNDS3+ years Filed as: PIMCO, LLC Service code 28 · EIN 33-0629048 | Investment Management | $519,219 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $223,716 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET RETIREE SERVICES Service code 15 · EIN 04-1867445 | Recordkeeping | $61,118 |
VERUS1 year Service code 16 · EIN 94-3194697 | Consulting | $33,527 |
KPMG LLP3+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $20,364 |
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 | $1,723,788-100.0% | $180,484-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 1.9%-1.9pp |
| Annual return | 22.58% | 12.38%+10.2pp | 10.53%+12.1pp | 23.90%-1.3pp |
| Employer contribution / active EE | $0 | $23,325-100.0% | $29,360-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $269-100.0% | $54-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,273-100.0% | $18,975-100.0% |