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 COMPANY8+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-1683227 | Investment Management | $765,659 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $437,179 |
Filed as: FIDELITY INVEST INSTIT OPER CO Service code 15 · EIN 04-2647786 | Recordkeeping | $247,055 |
NEW ENGLAND PENSION CONSULTANTS8+ years Service code 16 · EIN 04-2927339 | Consulting | $111,665 |
AON CONSULTING8+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $86,485 |
COMERICA BANK1 year Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $29,377 |
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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -15.59% | -17.19%+1.6pp | 179.55%-195.1pp | 2.78%-18.4pp |
| Employer contribution / active EE | $0 | $23,110-100.0% | $24,917-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $550-100.0% | $463-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |