Filed April 24, 2007 (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 |
|---|---|---|
NEW ENGLAND PENSION CONSULTANTS10+ years Service code 17 · EIN 04-2927339 | Pension Consulting | $104,885 |
INCOME RESEARCH & MANAGEMENT10+ years Service code 28 · EIN 04-2955404 | Investment Management | $95,953 |
WELLINGTON TRUST COMPANY10+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-2683227 | Investment Management | $80,382 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $46,918 |
THE BANK OF NEW YORK MELLON10+ years Filed as: MELLON CAPITAL Service code 28 · EIN 24-1233834 | Investment Management | $32,433 |
SILCHESTER INTERNATIONAL INVESTORS10+ years Service code 28 · EIN 45-3056700 | Investment Management | $29,423 |
AON CONSULTING8 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $21,559 |
CARON & BLETZER, PLLC9 years Service code 10 · EIN 04-3499945 | Accounting | $18,800 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 84-6391546 | Investment Management | $17,430 |
STATE STREET GLOBAL ADVISORS6 years Service code 27 · EIN 42-1704580 | Advisory (Plan) | $5,277 |
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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 | $33,520-100.0% | $148,078-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 2.1%-2.1pp |
| Annual return | 1.91% | 5.87%-4.0pp | 6.70%-4.8pp | 7.65%-5.7pp |
| Employer contribution / active EE | $0 | $10,827-100.0% | $25,217-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $250-100.0% | $47-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $7,182-100.0% | $193-100.0% |