Filed June 4, 2012 (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.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING9+ years Service code 11 · EIN 22-2232264 | Actuarial | $506,731 |
NEW ENGLAND PENSION CONSULTANTS9+ years Service code 50 · EIN 04-2927339 | Direct Payment | $193,230 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK Service code 21 · EIN 04-1867445 | Bank Trustee | $90,797 |
Filed as: SILCHESTER INTERNATIONAL Service code 50 · EIN 36-7045783 | Direct Payment | $64,491 |
STATE STREET GLOBAL ADVISORS9+ years Service code 50 · EIN 04-1867445 | Direct Payment | $53,727 |
THE BANK OF NEW YORK MELLON9+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 50 · EIN 25-1233834 | Direct Payment | $20,836 |
MAYER HOFFMAN MCCANN P.C.4 years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $18,900 |
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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 | $33,520-100.0% | $116,914-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 2.1%-2.1pp |
| Annual return | 9.25% | 5.81%+3.4pp | 8.92%+0.3pp | 7.65%+1.6pp |
| Employer contribution / active EE | $0 | $11,440-100.0% | $24,457-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $14-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $692-100.0% | $193-100.0% |