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 Service code 11 · EIN 04-3532603 | Actuarial | $317,795 |
MARATHON ASSET MANAGEMENT9+ years Filed as: MARATHON INTERNATIONAL Service code 28 · EIN 20-1575090 | Investment Management | $47,847 |
Service code 28 36 WASHINGTON STREET · WELLESLEY, MA 02481 | Investment Management | $33,500 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 12.57% | 8.46%+4.1pp | 9.82%+2.7pp | 8.76%+3.8pp |
| Employer contribution / active EE | $3,035 | $11,054-72.5% | $30,322-90.0% | $16,664-81.8% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |