Filed May 26, 2004
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 28 · EIN 52-1540171 | Investment Management | $3,316,401 |
WELLINGTON TRUST COMPANY4 years Service code 28 · EIN 04-2755549 | Investment Management | $496,523 |
M. SCADUTO5+ years Service code 30 · EIN 11-2001170 | Employee (plan); Direct payment from ... | $353,955 |
BUCK GLOBAL, LLC4 years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $336,077 |
MARATHON ASSET MANAGEMENT5+ years Filed as: MARATHON ASSET MANAGEMENT LTD. Service code 28 · EIN 44-6201673 | Investment Management | $333,501 |
PANAGORA ASSET MANAGEMENT4 years Service code 28 · EIN 04-3063840 | Investment Management | $197,399 |
LOOMIS SAYLES4 years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $187,600 |
DAY PITNEY LLP3 years Service code 29 · EIN 06-0317480 | Legal | $172,537 |
R. SCHEER5+ years Service code 30 · EIN 11-2001170 | Employee (plan); Direct payment from ... | $141,663 |
M. KOLLE5+ years Service code 30 · EIN 11-2001170 | Direct payment from the plan; Employe... | $125,453 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $247,190-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 2.30% | 5230.06%-5227.8pp | 7.87%-5.6pp | 5230.06%-5227.8pp |
| Employer contribution / active EE | $6,983 | $10,491-33.4% | $31,784-78.0% | $10,491-33.4% |
| Participant deferral / active EE | $227 | $460-50.7% | $241-5.8% | $460-50.7% |
| Admin fee / account holder | $0 | $0 | $240,514-100.0% | - |