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.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 |
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% |