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 ADVISORS7+ years Service code 18 · EIN 04-2456637 | Other fees; Soft dollars commissions;... | $1,711,469 |
FID INV INST OPS CO7+ years Service code 50 · EIN 04-2647786 | Direct Payment | $563,738 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $208,848 |
ERNST & YOUNG LLP7+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $67,500 |
Filed as: JOHN HANCOCK Service code 23 · EIN 04-1414660 | Other insurance fees and expenses; In... | $33,536 |
ROPES & GRAY LLP5 years Service code 17 · EIN 04-2233412 | Pension Consulting | $5,393 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $2,286,405-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 10.5%-10.5pp | 3.7%-3.7pp |
| Annual return | 1.83% | 15.63%-13.8pp | 4.92%-3.1pp | 15.63%-13.8pp |
| Employer contribution / active EE | $0 | $11,476-100.0% | $39,114-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $79-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $0 | $429-100.0% |