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 COMPANY6 years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1116938 | Investment Management | $4,170,544 |
AON CONSULTING6 years Filed as: AON Service code 11 · EIN 36-2235791 | Actuarial | $723,570 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 95-3571558 | Bank Trustee | $98,246 |
Filed as: MCCONNELL & JONES Service code 10 · EIN 76-0488832 | Accounting | $18,300 |
MONY6 years Service code 18 · EIN 13-1632487 | Direct payment from the plan; Custodi... | $9,947 |
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 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -14.34% | 17.17%-31.5pp | 179.55%-193.9pp | 23.41%-37.8pp |
| Employer contribution / active EE | $25,369 | $11,568+119.3% | $24,917+1.8% | $12,650+100.5% |
| Participant deferral / active EE | $0 | $1,827-100.0% | $463-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |