Filed January 28, 2006
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 |
|---|---|---|
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 30-0835489 | Investment Management | $1,248,699 |
ARROWSTREET CAPITAL2 years Filed as: ARROWSTREET CAPITAL L.P. Service code 28 · EIN 45-6500555 | Investment Management | $977,757 |
GREAT HILLS PARTNERS2 years Filed as: GREAT HILL PARTNERS L.P. Service code 28 200 CLARENDON STREET · BOSTON, MA 02116 | Investment Management | $599,575 |
BLACKSTONE2 years Filed as: BLACKSTONE INC. Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $450,000 |
Filed as: AUDAX MANAGEMENT CO. LLC Service code 28 · EIN 04-3477377 | Investment Management | $417,916 |
Service code 28 · EIN 48-1440940 | Investment Management | $417,130 |
Filed as: FIDUCIARY ASSET MANAGEMENT LLC Service code 28 · EIN 39-1346018 | Investment Management | $415,915 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK Service code 18 · EIN 13-6038768 | Other services; Other fees; Float rev... | $412,192 |
Filed as: BROOKFIELD ASSET MANAGEMENT Service code 28 · EIN 46-5153541 | Investment Management | $394,118 |
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772300 | Investment Management | $390,779 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 7.95% | 5.34%+2.6pp | 9.17%-1.2pp | 9.30%-1.3pp |
| Employer contribution / active EE | $0 | $9,329-100.0% | $40,523-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |