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 | $1,745 |
MARATHON ASSET MANAGEMENT2 years Filed as: MARATHON INTERNATIONAL Service code 28 · EIN 20-1575090 | Investment Management | $227 |
Service code 28 36 WASHINGTON STREET · WELLESLEY, MA 02481 | Investment Management | $200 |
Filed as: NORTHEAST RETIREMENT SERVICES Service code 17 · EIN 04-2686260 | Pension Consulting | $48 |
THE SEGAL COMPANY2 years Filed as: SEGAL Service code 11 · EIN 13-1835864 | Actuarial | $44 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $258,723-100.0% | $247,553-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 61.8%-61.8pp | 50.4%-50.4pp | 55.8%-55.8pp |
| Annual return | -85.38% | 34.49%-119.9pp | 32.33%-117.7pp | 24.44%-109.8pp |
| Employer contribution / active EE | $0 | $36,004-100.0% | $33,964-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,013-100.0% |