Filed September 29, 1992
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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $1,252,501 |
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $409,806 |
KEY TRUST COMPANY OF MAINE7+ years Service code 13 · EIN 01-0412083 | Contract Administrator | $189,083 |
VERRILL DANA LLP7+ years Filed as: VERRILL DANA, LLP Service code 29 · EIN 01-0176171 | Legal | $164,766 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $16,433 |
STATE STREET GLOBAL ADVISORS2 years Service code 18 · EIN 81-4017137 | Investment management fees paid indir... | $6,743 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $116,667-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 33.4%-33.4pp | 3.7%-3.7pp |
| Annual return | 2.11% | 15.63%-13.5pp | 7.88%-5.8pp | 15.63%-13.5pp |
| Employer contribution / active EE | $0 | $11,476-100.0% | $39,100-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $53-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $15,347-100.0% | $429-100.0% |