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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB Service code 26 · EIN 94-3149038 | Advisory (Participants) | $158,714 |
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 27 · EIN 02-0507414 | Advisory (Plan) | $117,799 |
NEW ENGLAND PENSION CONSULTANTS3+ years Service code 20 · EIN 04-2927339 | Trustee (individual) | $63,926 |
HOOKER & HOLCOMBE, INC.3+ years Service code 11 · EIN 06-0854693 | Actuarial | $35,100 |
AETNA LIFE INSURANCE COMPANY3+ years Service code 26 · EIN 06-6033492 | Advisory (Participants) | $27,689 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST CO. Service code 25 · EIN 04-1867445 | Directed Trustee | $22,621 |
BAKER NEWMAN NOYES3+ years Filed as: BAKER, NEWMAN AND NOYES Service code 10 · EIN 01-0494526 | Accounting | $14,250 |
VERRILL DANA LLP1 year Filed as: VERRILL AND DANA Service code 29 · EIN 01-0176171 | Legal | $13,840 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLIN TEMPLETON INSTITUTIONAL Service code 52 · EIN 80-0733663 ONE FRANKLIN PARKWAY · SAN MATEO, CA 94403 | Indirect Investment Fees | $6,646 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELON Service code 14 · EIN 13-5160382 | Plan Administrator | $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.
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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 14.44% | 12.40%+2.0pp | 10.16%+4.3pp | 23.90%-9.5pp |
| Employer contribution / active EE | $2,269 | $8,748-74.1% | $33,192-93.2% | $16,539-86.3% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |