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 COMPANY5 years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1116938 | Investment Management | $4,184,946 |
AON CONSULTING5 years Filed as: AON Service code 11 · EIN 36-2235791 | Actuarial | $563,835 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 95-3571558 | Bank Trustee | $94,137 |
Filed as: MCCONNELL & JONES Service code 10 · EIN 76-0488832 | Accounting | $17,200 |
MONY5 years Service code 23 · EIN 13-1632487 | Insurance services; Direct payment fr... | $10,317 |
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 | $765,066-100.0% | $765,066-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 3.4%-3.4pp | 3.7%-3.7pp |
| Annual return | 18.85% | 10.14%+8.7pp | 8.31%+10.5pp | 15.63%+3.2pp |
| Employer contribution / active EE | $44,658 | $16,339+173.3% | $21,002+112.6% | $11,476+289.2% |
| Participant deferral / active EE | $0 | $401-100.0% | $224-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $724-100.0% | $724-100.0% | $429-100.0% |