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 COMPANY7+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-1683227 | Investment Management | $436,940 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $389,183 |
Filed as: FIDELITY INVEST INSTIT OPER CO Service code 15 · EIN 04-2647786 | Recordkeeping | $272,648 |
Filed as: GRANTHAM MAYO VANOTTERLOO & CO Service code 28 · EIN 04-2691242 | Investment Management | $168,426 |
AON CONSULTING7+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $139,738 |
NEW ENGLAND PENSION CONSULTANTS7+ years Service code 16 · EIN 04-2927339 | Consulting | $105,392 |
COMERICA BANK7+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $18,048 |
BLACKROCK1 year Service code 28 400 HOWARD ST · SAN FRANCISCO, CA 94105 | Investment Management | $80 |
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 | $1,472,696-100.0% | $765,066-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 0.7%-0.7pp |
| Annual return | 11.52% | 8.60%+2.9pp | 8.31%+3.2pp | 13.24%-1.7pp |
| Employer contribution / active EE | $0 | $19,393-100.0% | $21,002-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $498-100.0% | $224-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $724-100.0% | $4,137-100.0% |