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.9+ years Filed as: CHARLES SCHWAB Service code 26 · EIN 94-3149038 | Advisory (Participants) | $128,392 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT Service code 20 · EIN 36-4001764 | Trustee (individual) | $64,706 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK & TRUST CO. Service code 25 · EIN 04-1867445 | Directed Trustee | $30,742 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC. Service code 11 · EIN 06-1053228 | Actuarial | $29,010 |
BAKER NEWMAN NOYES9+ years Filed as: BAKER, NEWMAN AND NOYES Service code 10 · EIN 01-0494526 | Accounting | $15,000 |
AETNA LIFE INSURANCE COMPANY9+ years Service code 26 · EIN 06-6033492 | Advisory (Participants) | $14,258 |
STATE STREET GLOBAL ADVISORS2 years Filed as: SSGA REAL ASSET Service code 25 | Directed Trustee | $12,217 |
VERRILL DANA LLP1 year Service code 29 · EIN 01-0176117 | Legal | $9,954 |
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 | $3,299,877-100.0% | $247,553-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.3%-2.3pp |
| Annual return | 10.65% | 18.04%-7.4pp | 32.33%-21.7pp | 37.77%-27.1pp |
| Employer contribution / active EE | $4,062 | $10,357-60.8% | $33,964-88.0% | $15,798-74.3% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |