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.
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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 26-6609096 | Investment Management | $2,681,155 |
AON CONSULTING1 year Filed as: AON Service code 11 · EIN 36-2235791 | Actuarial | $567,941 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 95-3571558 | Bank Trustee | $116,910 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN WEST Service code 28 · EIN 95-4597302 | Investment Management | $104,222 |
Filed as: MCCONNELL & JONES Service code 10 · EIN 76-0488832 | Accounting | $40,890 |
ABERDEEN ASSET MANAGEMENT, INC.2+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $34,043 |
LPL FINANCIAL2+ years Filed as: WADDELL AND REED Service code 28 · EIN 48-1106973 | Investment Management | $31,804 |
JARISLOWSKY, FRASER LIMITED2+ years Filed as: JARISLOWSKY FRASER LIMITED Service code 28 · EIN 98-0355867 | Investment Management | $29,543 |
FRANKLIN TEMPLETON2+ years Filed as: FRANKLIN TEMPLETON INVESTMENTS Service code 28 · EIN 59-6935512 | Investment Management | $24,694 |
FAYEZ SAROFIM & CO2+ years Filed as: FAYEZ SAROFIM CO Service code 28 · EIN 74-1312679 | Investment Management | $24,187 |
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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.
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 | $0 | $9,655,338-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 0.0%0pp |
| Annual return | 9.77% | 19.60%-9.8pp | 11.12%-1.4pp | 17.84%-8.1pp |
| Employer contribution / active EE | $11,879 | $16,438-27.7% | $22,651-47.6% | $14,688-19.1% |
| Participant deferral / active EE | $0 | $424-100.0% | $198-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $57,986-100.0% | - |