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 COMPANY3 years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1116938 | Investment Management | $3,229,370 |
AON CONSULTING3 years Filed as: AON Service code 11 · EIN 36-2235791 | Actuarial | $541,663 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 95-3571558 | Bank Trustee | $90,214 |
Filed as: MCCONNELL & JONES Service code 10 · EIN 76-0488832 | Accounting | $18,050 |
MONY3 years Service code 23 · EIN 13-1632487 | Insurance services | $11,396 |
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 | $341,093,897-100.0% | - | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 5.83% | 17.95%-12.1pp | 13.45%-7.6pp | 21.83%-16.0pp |
| Employer contribution / active EE | $19,388 | $16,835+15.2% | $26,057-25.6% | $12,237+58.4% |
| Participant deferral / active EE | $0 | $317-100.0% | $181-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | - | $1,551,325-100.0% |