Filed March 31, 2008 (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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS6+ years Service code 18 · EIN 04-1867445 | Non-monetary compensation; Investment... | $1,611,814 |
FID INV INST OPS CO6+ years Service code 50 · EIN 04-2647786 | Direct Payment | $553,038 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $149,289 |
Filed as: JOHN HANCOCK Service code 23 · EIN 04-1414660 | Insurance services; Other insurance f... | $33,696 |
ROPES & GRAY LLP4 years Service code 17 · EIN 04-2233412 | Pension Consulting | $7,260 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $1,964,387-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.3%-14.3pp | 0.0%0pp |
| Annual return | 12.59% | 12.86%-0.3pp | 21681.50%-21668.9pp | 12.86%-0.3pp |
| Employer contribution / active EE | $0 | $13,687-100.0% | $87,430-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $833-100.0% | $70-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $3,693-100.0% | - |