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 COMPANY2+ years Filed as: WELLINGTON MANAGEMENT Service code 20 · EIN 04-1683227 | Investment management fees paid direc... | $477,828 |
Filed as: FIDELITY INVEST INSTIT OPER CO Service code 15 · EIN 04-2647786 | Recordkeeping | $295,318 |
MANULIFE ASSET MANAGEMENT2+ years Service code 28 · EIN 45-2395022 | Investment Management | $152,098 |
Filed as: GRANTHAM MAYO VANOTTERLOO & CO Service code 25 · EIN 04-2691242 | Directed Trustee | $151,734 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $113,388 |
NEW ENGLAND PENSION CONSULTANTS2+ years Service code 16 · EIN 04-2927339 | Consulting | $82,445 |
COMERICA BANK2+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $81,999 |
Filed as: GRYPHON INTERNATIONAL INVESTMENT Service code 28 · EIN 98-0444411 | Investment Management | $69,818 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $50,905 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $38,668 |
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 | $341,093,897-100.0% | - | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 19.86% | 17.95%+1.9pp | 13.45%+6.4pp | 21.83%-2.0pp |
| Employer contribution / active EE | $0 | $16,835-100.0% | $26,057-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $317-100.0% | $181-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | - | $1,551,325-100.0% |