Filed April 17, 2002
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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $484,057 |
CAMBRIDGE INVESTMENT RESEARCH5+ years Filed as: CAMBRIDGE ASSOCIATES Service code 16 · EIN 04-3515240 | Consulting | $257,999 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Other fees; Investment management fee... | $252,528 |
ARROWSTREET CAPITAL4 years Service code 28 · EIN 04-3472863 | Investment Management | $247,774 |
GENESIS ASSET MANAGERS LLP2 years Filed as: GENESIS ASSET MANAGERS, LLP Service code 28 · EIN 98-0425769 | Investment Management | $246,322 |
STATE STREET GLOBAL ADVISORS3 years Service code 28 · EIN 81-4017137 | Investment Management | $133,808 |
GOLDMAN SACHS5+ years Filed as: 1607 CAPITAL PARTNERS Service code 28 · EIN 26-0529973 | Investment Management | $131,926 |
INCOME RESEARCH & MANAGEMENT5+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $125,162 |
MARATHON ASSET MANAGEMENT3 years Filed as: MARATHON LONDON INTERNATIONAL Service code 28 · EIN 04-3237387 | Investment Management | $110,037 |
BAKER NEWMAN NOYES5+ years Filed as: BAKER NEWMAN NOYES LLC Service code 10 · EIN 01-0494526 | Accounting | $30,500 |
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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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 18.38% | 34.64%-16.3pp | 20.73%-2.3pp | 21.83%-3.5pp |
| Employer contribution / active EE | $14,825 | $7,654+93.7% | $36,503-59.4% | $12,237+21.1% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |