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 |
|---|---|---|
FID INV INST OPS CO1 year Filed as: FID MGMT TRUST CO Service code 21 · EIN 04-2723880 | Bank Trustee | $290,165 |
MARATHON ASSET MANAGEMENT8+ years Filed as: MARATHON INTERNATIONAL Service code 28 · EIN 20-1575090 | Investment Management | $37,804 |
Service code 28 36 WASHINGTON STREET · WELLESLEY, MA 02481 | Investment Management | $33,300 |
Filed as: NORTHEAST RETIREMENT SERVICES Service code 17 · EIN 04-2686260 | Pension Consulting | $7,952 |
THE SEGAL COMPANY4 years Filed as: SEGAL Service code 11 · EIN 13-1835864 | Actuarial | $7,315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $247,553-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.3%-2.3pp |
| Annual return | 9.73% | 18.04%-8.3pp | 32.33%-22.6pp | 37.77%-28.0pp |
| Employer contribution / active EE | $0 | $10,357-100.0% | $33,964-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |