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 & MANAGEMENT8+ years Service code 28 · EIN 04-2955404 | Investment Management | $207,323 |
NEW ENGLAND PENSION CONSULTANTS8+ years Service code 17 · EIN 04-2927339 | Pension Consulting | $95,403 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $39,796 |
THE BANK OF NEW YORK MELLON8+ years Filed as: MELLON CAPITAL Service code 28 · EIN 24-1233834 | Investment Management | $33,321 |
AON CONSULTING6 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $29,667 |
Service code 28 · EIN 45-3056700 | Investment Management | $21,210 |
CARON & BLETZER, PLLC7 years Service code 10 · EIN 04-3499945 | Accounting | $20,200 |
Service code 29 · EIN 41-0244008 | Legal | $9,643 |
MONDRIAN INVESTMENT GROUP8+ years Service code 28 · EIN 56-2475915 | Investment Management | $7,868 |
TIMES SQUARE CAPITAL MANAGEMENT8+ years Service code 28 | Investment Management | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $136,977-100.0% | $53,690-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 7.7%-7.7pp | 8.6%-8.6pp | 5.6%-5.6pp |
| Annual return | -18.20% | -15.49%-2.7pp | -4.80%-13.4pp | 39.82%-58.0pp |
| Employer contribution / active EE | $0 | $9,399-100.0% | $30,897-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $320-100.0% | $64-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $4-100.0% | $40,849-100.0% | $62-100.0% |