Filed April 5, 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.
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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC2 years Filed as: OCTOBER THREE Service code 11 · EIN 27-1175487 | Actuarial | $62,753 |
BDO USA, LLP10+ years Filed as: BDO USA Service code 10 · EIN 13-5381590 | Accounting | $41,047 |
NEW ENGLAND PENSION CONSULTANTS10+ years Service code 27 · EIN 04-2927339 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Advisory (Plan) | $24,702 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 19 · EIN 25-1211909 TWO PNC PLAZA · PITTSBURG, PA 15222 | Securities Custodian | $11,393 |
PHILADELPHIA TRUST COMPANY2 years Filed as: PHILADELPHIA INSURANCE CO Service code 28 PO BOX 70251 · PHILADELPHIA, PA 19176 | Investment Management | $9,200 |
WELLINGTON TRUST COMPANY10+ years Filed as: WELLINGTON Service code 51 · EIN 04-6657583 75 STATE STREET · BOSTON, MA 02109 | Investment Mgmt Fees | $6,451 |
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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 | $134,556-100.0% | $134,556-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 18.2%-18.2pp | 31.0%-31.0pp |
| Annual return | 8.40% | 6.89%+1.5pp | 7.17%+1.2pp | 14.18%-5.8pp |
| Employer contribution / active EE | $83,765 | $31,644+164.7% | $29,386+185.1% | $33,339+151.2% |
| Participant deferral / active EE | $0 | $292-100.0% | $623-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $8,606-100.0% | $8,606-100.0% | $17,688-100.0% |