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: SEGAL Service code 11 · EIN 13-1835864 | Actuarial | $139,691 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK Service code 21 · EIN 04-1867445 | Bank Trustee | $81,793 |
MARATHON ASSET MANAGEMENT6+ years Filed as: MARATHON INTERNATIONAL Service code 28 · EIN 20-1575090 | Investment Management | $62,120 |
Service code 28 36 WASHINGTON STREET · WELLESLEY, MA 02481 | Investment Management | $33,057 |
Filed as: NORTHEAST RETIREMENT SERVICES Service code 17 · EIN 04-2686260 | Pension Consulting | $7,894 |
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 | $1,472,696-100.0% | $227,282-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.7%-0.7pp |
| Annual return | 26.98% | 9.72%+17.3pp | 10.75%+16.2pp | 13.24%+13.7pp |
| Employer contribution / active EE | $17,482 | $10,988+59.1% | $35,170-50.3% | $14,616+19.6% |
| Participant deferral / active EE | $0 | $822-100.0% | $82-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,611-100.0% | $4,137-100.0% |