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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK Service code 21 · EIN 04-1867445 | Bank Trustee | $133,497 |
THE SEGAL COMPANY1 year Filed as: SEGAL Service code 11 · EIN 13-1835864 | Actuarial | $128,701 |
MARATHON ASSET MANAGEMENT5+ years Filed as: MARATHON INTERNATIONAL Service code 28 · EIN 20-1575090 | Investment Management | $35,540 |
Service code 28 36 WASHINGTON STREET, SUITE 280 · WELLESLEY, MA 02481 | Investment Management | $33,130 |
ACADIAN ASSET MANAGEMENT LLC5+ years Filed as: ACADIAN EMERGING MARKETS II Service code 28 260 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $17,128 |
Filed as: NORTHEAST RETIREMENT SERVICES Service code 17 · EIN 04-2686260 | Pension Consulting | $7,912 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 1.38% | 10.64%-9.3pp | 90.61%-89.2pp | 11.45%-10.1pp |
| Employer contribution / active EE | $1,701 | $11,339-85.0% | $32,730-94.8% | $17,219-90.1% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |