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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON INVT MGR Service code 16 · EIN 36-3051915 | Consulting | $942,833 |
NORTHERN TRUST COMPANY5 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $922,888 |
Filed as: FIDELITY INVEST INSTIT OPER CO Service code 15 · EIN 04-2647786 | Recordkeeping | $325,568 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MGMT COMPANY LLP Service code 20 · EIN 47-1167553 | Investment management fees paid direc... | $139,965 |
AON CONSULTING6+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $125,442 |
BLACKROCK3 years Service code 28 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $57,826 |
EARNEST PARTNERS, LLC1 year Filed as: EARNEST PARTNERES, LLC Service code 28 · EIN 58-2386669 | Investment Management | $44,797 |
NEW ENGLAND PENSION CONSULTANTS6+ years Service code 16 · EIN 04-2927339 | Consulting | $6,037 |
COMERICA BANK2 years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $5,584 |
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 | $13,363-100.0% | $191,373-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.2%-2.2pp |
| Annual return | 12.25% | 8.28%+4.0pp | 8.46%+3.8pp | 9.11%+3.1pp |
| Employer contribution / active EE | $0 | $8,225-100.0% | $25,175-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $294-100.0% | $181-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $730-100.0% | $125-100.0% |