Filed October 11, 2014 (most recent of 6 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 |
|---|---|---|
Filed as: GRYPHON INTERNATIONAL INVESTMENT Service code 28 · EIN 98-0444411 | Investment Management | $1,001,663 |
Filed as: GRANTHAM MAYO VANOTTERLOO & CO Service code 28 · EIN 04-2691242 | Investment Management | $855,959 |
Filed as: FIDELITY INVEST INSTIT OPER CO Service code 15 · EIN 04-2647786 | Recordkeeping | $771,578 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-1683227 | Investment Management | $638,240 |
COMERICA BANK1+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $218,833 |
MANULIFE ASSET MANAGEMENT1+ years Service code 28 · EIN 45-2395022 | Investment Management | $216,774 |
NEW ENGLAND PENSION CONSULTANTS1+ years Service code 16 · EIN 04-2927339 | Consulting | $205,307 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $141,621 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $65,461 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $14,096,330-100.0% | $10,105-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | -1.87% | -3.37%+1.5pp | 16.23%-18.1pp | 1.67%-3.5pp |
| Employer contribution / active EE | $49,256 | $15,879+210.2% | $17,605+179.8% | $10,506+368.8% |
| Participant deferral / active EE | $0 | $1,137-100.0% | $237-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $11-100.0% | $66,276-100.0% |