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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 26 · EIN 94-3149038 | Advisory (Participants) | $190,920 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 27 · EIN 02-0507414 | Advisory (Plan) | $135,587 |
NEW ENGLAND PENSION CONSULTANTS2+ years Service code 20 · EIN 04-2927339 | Trustee (individual) | $78,420 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST CO. Service code 25 · EIN 04-1867445 | Directed Trustee | $36,104 |
HOOKER & HOLCOMBE, INC.2+ years Service code 11 · EIN 06-0854693 | Actuarial | $33,100 |
AETNA LIFE INSURANCE COMPANY2+ years Service code 26 · EIN 06-6033492 | Advisory (Participants) | $29,485 |
BAKER NEWMAN NOYES2+ years Filed as: BAKER, NEWMAN AND NOYES Service code 10 · EIN 01-0494526 | Accounting | $14,250 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELON Service code 14 · EIN 13-5160382 | Plan Administrator | $0 |
CUPPS CAPITAL MANAGEMENT, LLC2+ years Filed as: CUPPS CAPITAL MANAGEMENT, LLC. Service code 27 · EIN 36-4370454 | Advisory (Plan) | $0 |
GCM GROSVENOR2+ years Filed as: GROSVENOR CAPITAL MANAGEMENT, LP Service code 27 · EIN 36-3795985 | Advisory (Plan) | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 5.02% | 9.41%-4.4pp | 5.00%0pp | 9.19%-4.2pp |
| Employer contribution / active EE | $0 | $8,353-100.0% | $35,918-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |