Filed September 28, 2006 (most recent of 3 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 |
|---|---|---|
THE SEGAL COMPANY2+ years Filed as: SIBSON CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $119,277 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK Service code 21 · EIN 04-1867445 | Bank Trustee | $70,788 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON ASSET MANAGEMENT Service code 28 · EIN 04-2767481 | Investment Management | $62,764 |
MARATHON ASSET MANAGEMENT2+ years Filed as: MARATHON INTERNATIONAL Service code 28 · EIN 20-1575090 | Investment Management | $35,116 |
RIS2+ years Service code 18 · EIN 04-3581074 | Custodial (other than securities); Di... | $26,149 |
ACADIAN ASSET MANAGEMENT LLC2+ years Filed as: ACADIAN EMERGING MARKETS II Service code 28 260 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $25,581 |
Service code 28 36 WASHINGTON STREET, SUITE 280 · WELLESLEY, MA 02481 | Investment Management | $24,829 |
Filed as: NORTHEAST RETIREMENT SERVICES Service code 17 · EIN 04-2686260 | Pension Consulting | $7,906 |
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 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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 11.24% | 12.40%-1.2pp | 10.16%+1.1pp | 23.90%-12.7pp |
| Employer contribution / active EE | $0 | $8,748-100.0% | $33,192-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |