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.4+ years Filed as: CHARLES SCHWAB Service code 26 · EIN 94-3149038 | Advisory (Participants) | $156,955 |
Filed as: LEGAL AND GENERAL Service code 51 · EIN 35-7085469 | Investment Mgmt Fees | $76,600 |
NEW ENGLAND PENSION CONSULTANTS4+ years Service code 20 · EIN 04-2927339 | Trustee (individual) | $61,834 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST CO. Service code 25 · EIN 04-1867445 | Directed Trustee | $37,376 |
FRANKLIN TEMPLETON2 years Filed as: FRANKLIN TEMPLETON INSTITUTIONAL Service code 52 · EIN 80-0733663 ONE FRANKLIN PARKWAY · SAN MATEO, CA 94403 | Indirect Investment Fees | $26,729 |
AETNA LIFE INSURANCE COMPANY4+ years Service code 26 · EIN 06-6033492 | Advisory (Participants) | $26,641 |
LOOMIS SAYLES1 year Filed as: LOOMAS, SAYLES & COMPANY, LP. Service code 51 · EIN 94-6799945 | Investment Mgmt Fees | $25,109 |
BAKER NEWMAN NOYES4+ years Filed as: BAKER, NEWMAN AND NOYES Service code 10 · EIN 01-0494526 | Accounting | $14,250 |
HOOKER & HOLCOMBE, INC.4+ years Service code 11 · EIN 06-0854693 | Actuarial | $6,146 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELON Service code 14 · EIN 13-5160382 | Plan Administrator | $0 |
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 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -6.15% | -2.48%-3.7pp | -102.04%+95.9pp | 0.19%-6.3pp |
| Employer contribution / active EE | $2,924 | $7,648-61.8% | $36,232-91.9% | $13,763-78.8% |
| Participant deferral / active EE | $0 | $27-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |