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 CO3 years Filed as: FID MGMT TRUST CO Service code 13 · EIN 04-2723880 | Contract Administrator | $304,045 |
FID INV INST OPS CO2 years Service code 11 · EIN 04-2647786 | Actuarial | $74,986 |
MARATHON ASSET MANAGEMENT10+ years Filed as: MARATHON INTERNATIONAL Service code 27 · EIN 20-1575090 | Advisory (Plan) | $54,161 |
Service code 27 36 WASHINGTON STREET · WELLESLEY, MA 02481 | Advisory (Plan) | $25,125 |
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 | $323,458-100.0% | $282,424-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 40.6%-40.6pp | 27.9%-27.9pp | 27.7%-27.7pp |
| Annual return | 11.34% | 3.54%+7.8pp | 3.87%+7.5pp | 15.59%-4.2pp |
| Employer contribution / active EE | $0 | $31,139-100.0% | $28,590-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $13,003-100.0% | $8,735-100.0% | $21,009-100.0% |