Filed January 30, 2006 (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 |
|---|---|---|
Filed as: MASSACHUSETTS FINANCIAL SERVICES Service code 13 · EIN 04-1590850 | Contract Administrator | $22,514 |
CONRAD SIEGEL1 year Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $17,375 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 52 | Indirect Investment Fees | $32 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN ADVISORY LLC Service code 28 901 SOUTH BOND STREET, SUITE 400 · BALTIMORE, MD 21231 | Investment Management | $0 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: J.P. MORGAN INVESTMENT Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 28 1 FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 28 | Investment Management | $0 |
Filed as: METROPOLITAN WEST ASSET Service code 28 | Investment Management | $0 |
Service code 28 · EIN 95-4597302 | Investment Management | $0 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 5.45% | 79.68%-74.2pp | 16.78%-11.3pp | 23.90%-18.4pp |
| Employer contribution / active EE | $7,872 | $21,735-63.8% | $26,328-70.1% | $16,539-52.4% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |