Filed August 4, 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.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING7 years Filed as: AON CONSULTING INC. Service code 11 · EIN 36-2235791 | Actuarial | $389,127 |
STATE STREET GLOBAL ADVISORS9+ years Service code 28 BOX 5488, FINANCE DEPARTMENT · BOSTON, MA 02206 | Investment Management | $62,635 |
WELLINGTON TRUST COMPANY6 years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 280 CONGRESS STREET · BOSTON, MA 02110 | Investment Management | $11,386 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BNY MELLON ASSET SERVICING Service code 19 135 SANTILLI HIGHWAY, AIM 026-0037 · EVERETT, MA 021491950 | Securities Custodian | $5,529 |
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 | $0 | $250,061-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 11.97% | 9.30%+2.7pp | 7.82%+4.2pp | 9.30%+2.7pp |
| Employer contribution / active EE | $0 | $12,551-100.0% | $31,823-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $365-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $18,503-100.0% | - |