Filed November 5, 2008 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-2723880 | Recordkeeping | $342,987 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $204,421 |
WESTFIELD CAPITAL MANAGEMENT7+ years Filed as: WESTFIELD CAPITAL MANAGEMENT, L.P. Service code 28 · EIN 80-0175963 | Investment Management | $86,760 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $85,119 |
STATE STREET GLOBAL ADVISORS7+ years Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $65,174 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $55,711 |
BLACKROCK3 years Service code 21 · EIN 94-3112180 | Bank Trustee | $46,338 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 5.6%-5.6pp |
| Annual return | -17.86% | -15.55%-2.3pp | -5.12%-12.7pp | 39.82%-57.7pp |
| Employer contribution / active EE | $0 | $14,317-100.0% | $31,020-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |