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 COMPANY4+ years Filed as: SIBSON CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $109,990 |
MARATHON ASSET MANAGEMENT4+ years Filed as: MARATHON INTERNATIONAL Service code 28 · EIN 20-1575090 | Investment Management | $90,521 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK Service code 21 · EIN 04-1867445 | Bank Trustee | $81,046 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON ASSET MANAGEMENT Service code 28 · EIN 04-2767481 | Investment Management | $46,673 |
Service code 28 36 WASHINGTON STREET, SUITE 280 · WELLESLEY, MA 02481 | Investment Management | $33,126 |
ACADIAN ASSET MANAGEMENT LLC4+ years Filed as: ACADIAN EMERGING MARKETS II Service code 28 260 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $23,387 |
RIS4+ years Service code 28 · EIN 04-3581074 | Investment Management | $18,137 |
Filed as: NORTHEAST RETIREMENT SERVICES Service code 17 · EIN 04-2686260 | Pension Consulting | $7,911 |
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 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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 4.36% | 15.61%-11.2pp | 20.73%-16.4pp | 53.27%-48.9pp |
| Employer contribution / active EE | $8,000 | $10,773-25.7% | $36,503-78.1% | $14,774-45.9% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |