Filed March 1, 2005 (most recent of 2 filings on file)
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 |
|---|---|---|
BOSTON TRUST WALDEN COMPANY2 years Filed as: BOSTON TRUST INVESTMENT , INC. Service code 28 ONE BEACON STREET, 33RD FLOOR · BOSTON, MA 02108 | Investment Management | $0 |
Filed as: BOSTON TRUST INVESTMENT MANAGEMENT Service code 28 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 | 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 SACHS2 years Filed as: GOLDMAN SACHS ASSET LP Service code 28 · EIN 13-4019460 | Investment Management | $0 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN INVESTMENT INC Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Service code 28 | Investment Management | $0 |
T ROWE PRICE RPS INC3 years Filed as: T ROWE PRICE ASSOCIATES INC Service code 28 · EIN 52-2264646 | Investment Management | $0 |
Employer 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 | $24,888 | $68,681-63.8% | $86,625-71.3% | $85,851-71.0% |
| Participation rate | 72.4% | 66.4%+6.1pp | 71.6%+0.8pp | 69.3%+3.1pp |
| Annual return | 24.14% | 20.12%+4.0pp | 63.52%-39.4pp | 318.63%-294.5pp |
| Employer contribution / active EE | $309 | $1,880-83.6% | $2,496-87.6% | $2,565-87.9% |
| Participant deferral / active EE | $1,130 | $2,919-61.3% | $3,700-69.5% | $3,952-71.4% |
| Admin fee / account holder | $20 | $5,974-99.7% | $5,830-99.7% | $6,261-99.7% |