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 COMPANY4+ years Filed as: WELLINGTON MANAGEMENT Service code 20 · EIN 04-1683227 | Investment management fees paid direc... | $613,397 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $546,353 |
Filed as: FIDELITY INVEST INSTIT OPER CO Service code 15 · EIN 04-2647786 | Recordkeeping | $382,756 |
Filed as: GRANTHAM MAYO VANOTTERLOO & CO Service code 25 · EIN 04-2691242 | Directed Trustee | $236,445 |
AON CONSULTING4+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $196,171 |
NEW ENGLAND PENSION CONSULTANTS4+ years Service code 16 · EIN 04-2927339 | Consulting | $147,955 |
COMERICA BANK4+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $25,336 |
BLACKROCK1 year Service code 28 400 HOWARD ST · SAN FRANCISCO, CA 94105 | Investment Management | $80 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 28 · EIN 13-2614959 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value 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 | $765,066 | $765,0660% | $765,0660% | $444,552+72.1% |
| Participation rate | 100.0% | 11.1%+88.9pp | 3.4%+96.6pp | 3.7%+96.3pp |
| Annual return | 11.85% | 10.14%+1.7pp | 8.31%+3.5pp | 15.63%-3.8pp |
| Employer contribution / active EE | $0 | $16,339-100.0% | $21,002-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $401-100.0% | $224-100.0% | $1,127-100.0% |
| Admin fee / account holder | $724 | $7240% | $7240% | $429+68.8% |