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.
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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON MANAGEMENT Service code 20 · EIN 04-1683227 | Direct payment from the plan; Trustee... | $1,059,947 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $605,212 |
Filed as: FIDELITY INVEST INSTIT OPER CO Service code 15 · EIN 04-2647786 | Recordkeeping | $342,012 |
NEW ENGLAND PENSION CONSULTANTS5+ years Service code 16 · EIN 04-2927339 | Consulting | $154,584 |
AON CONSULTING5+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $119,726 |
COMERICA BANK1 year Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $40,668 |
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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 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -15.81% | 17.17%-33.0pp | 179.55%-195.4pp | 23.41%-39.2pp |
| Employer contribution / active EE | $0 | $11,568-100.0% | $24,917-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,827-100.0% | $463-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |