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 |
|---|---|---|
MILLIMAN, INC.4 years Filed as: MILLIMAN Service code 13 1301 FIFTH AVE STE 3800 · SEATTLE, WA 98101 | Contract Administrator | $282,164 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $173,308 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $162,411 |
RVK, INC.3 years Filed as: RV KUHNS & ASSOCIATES Service code 13 · EIN 93-0910652 | Contract Administrator | $124,882 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $46,894 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY & CO INC Service code 28 1585 BROADWAY · NEW YORK CITY, NY 10036 | Investment Management | $15,875 |
CALLAN ASSOCIATES1 year Filed as: CALLAN LLC Service code 16 · EIN 94-2192581 | Consulting | $13,906 |
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 | $9,556,684-100.0% | $191,373-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.4%-2.4pp |
| Annual return | 9.67% | 9.09%+0.6pp | 8.46%+1.2pp | 22.81%-13.1pp |
| Employer contribution / active EE | $0 | $24,513-100.0% | $25,175-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $603-100.0% | $181-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $730-100.0% | $85,222-100.0% |