Filed May 8, 2006 (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 COMPANY8 years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1116938 | Investment Management | $2,814,562 |
AON CONSULTING8 years Filed as: AON Service code 11 · EIN 36-2235791 | Actuarial | $693,590 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 95-3571558 | Bank Trustee | $122,457 |
Filed as: MORGAN STANLEY Service code 50 2401 ELLIOTT AVE FL 4 · SEATTLE, WA 98121 | Direct Payment | $34,825 |
Filed as: MCCONNELL & JONES Service code 10 · EIN 76-0488832 | Accounting | $21,270 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 5.86% | 18.61%-12.8pp | 4.95%+0.9pp | 9.30%-3.4pp |
| Employer contribution / active EE | $19,547 | $11,871+64.7% | $20,917-6.5% | $12,551+55.7% |
| Participant deferral / active EE | $0 | $119-100.0% | $188-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |