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 |
|---|---|---|
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-1683227 | Investment Management | $664,889 |
Filed as: GRYPHON INTERNATIONAL INVESTMENT Service code 28 · EIN 98-0444411 | Investment Management | $491,645 |
Filed as: FIDELITY INVEST INSTIT OPER CO Service code 15 · EIN 04-2647786 | Recordkeeping | $412,760 |
Filed as: GRANTHAM MAYO VANOTTERLOO & CO Service code 28 · EIN 04-2691242 | Investment Management | $267,684 |
NEW ENGLAND PENSION CONSULTANTS6+ years Service code 16 · EIN 04-2927339 | Consulting | $157,063 |
AON CONSULTING6+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $114,586 |
Filed as: BNY MELLON Service code 28 · EIN 13-2614959 | Investment Management | $113,712 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $98,205 |
COMERICA BANK6+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $69,538 |
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 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 | $2,822,362-100.0% | $733,756-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.6%-0.6pp |
| Annual return | 12.38% | 14.11%-1.7pp | 8.35%+4.0pp | 11.45%+0.9pp |
| Employer contribution / active EE | $0 | $29,055-100.0% | $27,010-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $297-100.0% | $180-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $19,421-100.0% | $15,480-100.0% |