Filed December 30, 1992
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 |
|---|---|---|
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $190,519 |
Filed as: NEW ENGLAND PENSION CONSULT Service code 28 · EIN 86-1751460 | Investment Management | $74,134 |
Filed as: SILCHESTER INTL INVESTORS INC Service code 28 · EIN 45-3056700 | Investment Management | $58,398 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MGMT COMPANY Service code 28 · EIN 30-0835489 | Investment Management | $42,566 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $40,866 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES AND COMPANY LP Service code 28 · EIN 20-8080381 | Investment Management | $13,209 |
Filed as: DIMENSIONAL FUND ADVISORS, LP Service code 28 · EIN 30-0447847 | Investment Management | $10,891 |
Filed as: NEWTON INVESTMENT MANAGEMENT Service code 28 · EIN 86-1751460 | Investment Management | $7,053 |
BLACKROCK1 year Service code 28 · EIN 94-3112180 | Investment Management | $6,624 |
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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.
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 | $247,120-100.0% | $213,834-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 28.7%-28.7pp | 12.2%-12.2pp | 44.4%-44.4pp |
| Annual return | -18.20% | -11.83%-6.4pp | -5.12%-13.1pp | -14.65%-3.6pp |
| Employer contribution / active EE | $0 | $42,640-100.0% | $31,020-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,582-100.0% |