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 COMPANY4 years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1116938 | Investment Management | $3,673,360 |
AON CONSULTING4 years Filed as: AON Service code 11 · EIN 36-2235791 | Actuarial | $512,897 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 95-3571558 | Bank Trustee | $91,565 |
Filed as: MCCONNELL & JONES Service code 10 · EIN 76-0488832 | Accounting | $15,750 |
MONY4 years Service code 23 · EIN 13-1632487 | Direct payment from the plan; Insuran... | $10,784 |
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 | $733,756-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.0%0pp |
| Annual return | 14.20% | 19.50%-5.3pp | 8.35%+5.9pp | 12.86%+1.3pp |
| Employer contribution / active EE | $44,541 | $27,684+60.9% | $27,010+64.9% | $13,687+225.4% |
| Participant deferral / active EE | $0 | $327-100.0% | $180-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $19,421-100.0% | - |