Filed January 5, 2010 (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 |
|---|---|---|
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 27 · EIN 02-0507414 | Advisory (Plan) | $136,768 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 26 · EIN 94-3149038 | Advisory (Participants) | $129,925 |
NEW ENGLAND PENSION CONSULTANTS1+ years Service code 20 · EIN 04-2927339 | Trustee (individual) | $63,787 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST CO. Service code 25 · EIN 04-1867445 | Directed Trustee | $33,744 |
AETNA LIFE INSURANCE COMPANY1+ years Service code 26 · EIN 06-6033492 | Advisory (Participants) | $32,843 |
HOOKER & HOLCOMBE, INC.1+ years Service code 11 · EIN 06-0854693 | Actuarial | $22,500 |
BAKER NEWMAN NOYES1+ years Filed as: BAKER, NEWMAN AND NOYES Service code 10 · EIN 01-0494526 | Accounting | $14,000 |
CUPPS CAPITAL MANAGEMENT, LLC1+ years Filed as: CUPPS CAPITAL MANAGEMENT, LLC. Service code 27 · EIN 36-4370454 | Advisory (Plan) | $12,982 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELON Service code 14 · EIN 13-5160382 | Plan Administrator | $0 |
GCM GROSVENOR1+ years Filed as: GROSVENOR CAPITAL MANAGEMENT, LP Service code 27 · EIN 36-3795985 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -2.48% | 4.01%-6.5pp | -2.01%-0.5pp | 1.67%-4.1pp |
| Employer contribution / active EE | $0 | $6,352-100.0% | $34,453-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |