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 |
|---|---|---|
MASSA & ASSOCIATES, INC.3+ years Service code 28 · EIN 11-2869312 100 NORTH CENTRE AVENUE · ROCKVILLE CENTRE, NY 11570 | Investment Management | $82,622 |
Filed as: NEW ENGLAND PENSION CONSUTANTS Service code 28 · EIN 04-2927339 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Investment Management | $48,726 |
SANDERSON ASSET MANAGEMENT3+ years Filed as: SANDERSON Service code 28 · EIN 20-0348128 250 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $37,383 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON Service code 28 · EIN 04-6657583 75 STATE STREET · BOSTON, MA 02109 | Investment Management | $20,740 |
PNC BANK, N.A.3+ years Filed as: PNC BANK Service code 28 · EIN 25-1211909 TWO PNC PLAZA · PITTSBURGH, PA 152222705 | Investment Management | $18,091 |
RICE HALL JAMES3+ years Service code 28 600 W BROADWAY · SAN DIEGO, CA 92101 | Investment Management | $17,744 |
BDO USA, LLP3+ years Filed as: BDO USA Service code 28 · EIN 13-5381590 100 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $16,000 |
AMERICAN FUNDS3+ years Service code 28 · EIN 95-6817943 5300 ROBINHOOD ROAD · NORFOLK, VA 23513 | Investment Management | $0 |
BAIRD INSURANCE SERVICES INC3+ years Filed as: BAIRD AGGREGATE BOND FUND Service code 28 ROBERT W BAIRD · MILWAUKEE, WI 532010672 | Investment Management | $0 |
BLACKROCK3+ years Filed as: BLACKROCK STRATEGIC INCOME FUND Service code 28 BLACKROCK · NEW YORK, NY 10616 | Investment Management | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,816-100.0% | $145,218-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 20.5%-20.5pp | 14.6%-14.6pp |
| Annual return | 5.78% | -1.32%+7.1pp | -0.67%+6.4pp | 10.56%-4.8pp |
| Employer contribution / active EE | $7,707 | $18,687-58.8% | $31,731-75.7% | $13,643-43.5% |
| Participant deferral / active EE | $0 | $284-100.0% | $473-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,719-100.0% | $28,383-100.0% | $3,354-100.0% |