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 |
|---|---|---|
INCOME RESEARCH & MANAGEMENT7+ years Service code 28 · EIN 04-2955404 | Investment Management | $156,924 |
Service code 28 · EIN 45-3056700 | Investment Management | $146,454 |
THE BANK OF NEW YORK MELLON7+ years Filed as: MELLON CAPITAL Service code 28 · EIN 24-1233834 | Investment Management | $120,382 |
NEW ENGLAND PENSION CONSULTANTS7+ years Service code 17 · EIN 04-2927339 | Pension Consulting | $89,091 |
MONDRIAN INVESTMENT GROUP7+ years Service code 28 · EIN 56-2475915 | Investment Management | $58,301 |
Filed as: LEGAL GENERAL INVESTMENT MGMT Service code 28 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $45,920 |
AON CONSULTING5 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $37,441 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-2683227 | Investment Management | $32,850 |
TIMES SQUARE CAPITAL MANAGEMENT7+ years Service code 28 | Investment Management | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $1,472,696-100.0% | $54,060-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.7%-0.7pp |
| Annual return | -1.80% | 11.91%-13.7pp | 36.37%-38.2pp | 13.24%-15.0pp |
| Employer contribution / active EE | $0 | $16,637-100.0% | $37,223-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $524-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $568-100.0% | $4,137-100.0% |