Filed October 2, 1997
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 |
|---|---|---|
AMERICAN CENTURY7 years Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY7 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
Filed as: BOSTON TRUST INVESTMENT MANAGEMENT Service code 28 | Investment Management | $0 |
BOSTON TRUST WALDEN COMPANY2 years Filed as: BOSTON TRUST WALDEN Service code 28 1 BEACON ST · BOSTON, MA 02108 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Filed as: FIDELITY & RESEARCH COMPANY Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 | Investment Management | $0 |
GOLDMAN SACHS5 years Filed as: GOLDMAN SACHS ASSET LP Service code 28 · EIN 13-4019460 | Investment Management | $0 |
GOLDMAN SACHS5 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: JP MORGAN INVESTMENT INC Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,145 | $122,063-41.7% | $184,256-61.4% | $74,478-4.5% |
| Participation rate | 98.7% | 85.5%+13.2pp | 86.8%+11.9pp | 67.2%+31.5pp |
| Annual return | 13.19% | 19.92%-6.7pp | 28.85%-15.7pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $3,242 | $4,539-28.6% | $6,427-49.6% | $2,626+23.4% |
| Participant deferral / active EE | $3,807 | $7,144-46.7% | $9,133-58.3% | $4,350-12.5% |
| Admin fee / account holder | $10 | $1,253-99.2% | $13,899-99.9% | $1,946-99.5% |