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.6+ years Filed as: CHARLES SCHWAB Service code 26 · EIN 94-3149038 | Advisory (Participants) | $88,456 |
NEW ENGLAND PENSION CONSULTANTS6+ years Service code 20 · EIN 04-2927339 | Trustee (individual) | $60,878 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK & TRUST CO. Service code 25 · EIN 04-1867445 | Directed Trustee | $37,511 |
INVESCO2 years Service code 28 · EIN 46-3793325 | Investment Management | $37,199 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL AND GENERAL Service code 51 · EIN 35-7085469 | Investment Mgmt Fees | $31,438 |
FRANKLIN TEMPLETON1 year Filed as: FRANKIN TEMPLETON INSTITUTIONAL Service code 52 · EIN 80-0733663 ONE FRANKLIN PARKWAY · SAN MATEO, CA 94403 | Indirect Investment Fees | $25,346 |
LOOMIS SAYLES1 year Filed as: LOOMAS, SAYLES & COMPANY, LP Service code 51 · EIN 94-6799945 | Investment Mgmt Fees | $23,602 |
HOOKER & HOLCOMBE, INC.6+ years Service code 11 · EIN 06-0854693 | Actuarial | $18,400 |
BAKER NEWMAN NOYES6+ years Filed as: BAKER, NEWMAN AND NOYES Service code 10 · EIN 01-0494526 | Accounting | $14,250 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 8.94% | 10.64%-1.7pp | 90.61%-81.7pp | 11.45%-2.5pp |
| Employer contribution / active EE | $4,115 | $11,339-63.7% | $32,730-87.4% | $17,219-76.1% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |