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 COMPANY7 years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1116938 | Investment Management | $3,136,623 |
AON CONSULTING7 years Filed as: AON Service code 11 · EIN 36-2235791 | Actuarial | $751,495 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 95-3571558 | Bank Trustee | $115,690 |
Filed as: MCCONNELL & JONES Service code 10 · EIN 76-0488832 | Accounting | $20,130 |
MONY1 year Filed as: MONY LIFE INSURANCE COMPANY Service code 18 · EIN 13-1632487 | Custodial (other than securities); Di... | $9,676 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $191,373-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.2%-2.2pp |
| Annual return | 1.13% | 8.28%-7.1pp | 8.46%-7.3pp | 9.11%-8.0pp |
| Employer contribution / active EE | $27,723 | $8,225+237.0% | $25,175+10.1% | $12,231+126.7% |
| Participant deferral / active EE | $0 | $294-100.0% | $181-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $730-100.0% | $125-100.0% |