Filed September 5, 2006
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.
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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY2+ years Filed as: FRANK RUSSELL TRUST COMPANY Service code 21 · EIN 91-1116938 | Bank Trustee | $161,331 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $55,713 |
MORNEAU SHEPELL2+ years Service code 15 · EIN 58-1415322 | Recordkeeping | $34,936 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $19,425 |
WENDY GRABEL, ESQ.2+ years Service code 29 · EIN 13-4313953 | Legal | $13,923 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $209,212-100.0% | $18,392,177-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 56.6%-56.6pp | 37.5%-37.5pp | 45.6%-45.6pp |
| Annual return | 5.61% | 1.57%+4.0pp | 3.99%+1.6pp | 4.16%+1.4pp |
| Employer contribution / active EE | $174,884 | $47,181+270.7% | $38,279+356.9% | $42,918+307.5% |
| Participant deferral / active EE | $1,926 | $138+1297.0% | $386+399.3% | $128+1406.8% |
| Admin fee / account holder | $0 | $8,510-100.0% | $140,034-100.0% | $21,465-100.0% |