Filed June 20, 2006 (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.
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $420,892 |
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 13 1301 FIFTH AVE STE 3800 · SEATTLE, WA 98101 | Contract Administrator | $237,060 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $204,248 |
RVK, INC.1 year Filed as: RV KUHNS & ASSOCIATES Service code 13 · EIN 93-0910652 | Contract Administrator | $156,348 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $75,329 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY & CO INC Service code 28 1585 BROADWAY · NEW YORK CITY, NY 10036 | Investment Management | $15,013 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $11,258 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $765,066-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 3.6%-3.6pp |
| Annual return | 5.58% | 10.20%-4.6pp | 8.31%-2.7pp | 11.84%-6.3pp |
| Employer contribution / active EE | $0 | $17,545-100.0% | $21,002-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $0 | $224-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $724-100.0% | $409-100.0% |