Filed December 30, 2014
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 |
|---|---|---|
AON CONSULTING6 years Service code 13 · EIN 22-2232264 | Contract Administrator | $235,126 |
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $70,097 |
STATE STREET GLOBAL ADVISORS4 years Filed as: SSGA Service code 28 1 LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $66,214 |
Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 115 FEDERAL STREET FLOOR 22 · BOSTON, MA 02110 | Investment Management | $29,029 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | -10.74% | 20.09%-30.8pp | 15.31%-26.0pp | 37.77%-48.5pp |
| Employer contribution / active EE | $19,880 | $15,382+29.2% | $28,686-30.7% | $15,798+25.8% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |