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 COMPANY2 years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1116938 | Investment Management | $3,267,541 |
AON CONSULTING2 years Filed as: AON Service code 11 · EIN 36-2235791 | Actuarial | $632,845 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 95-3571558 | Bank Trustee | $76,211 |
RVK, INC.1 year Service code 27 · EIN 93-0910652 | Advisory (Plan) | $27,500 |
Filed as: MCCONNELL & JONES Service code 10 · EIN 76-0488832 | Accounting | $15,345 |
MONY2 years Service code 23 · EIN 13-1632487 | Insurance services | $12,132 |
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 | $21,578,776-100.0% | $221,583-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 0.0%0pp |
| Annual return | 6.15% | -5.10%+11.2pp | -6.55%+12.7pp | 33.37%-27.2pp |
| Employer contribution / active EE | $20,285 | $17,560+15.5% | $21,653-6.3% | $11,253+80.3% |
| Participant deferral / active EE | $0 | $304-100.0% | $160-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,920-100.0% | $99,113-100.0% |