Filed December 28, 1998 (most recent of 3 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY1+ years Service code 28 · EIN 04-2755549 | Investment Management | $410,100 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON, DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $376,064 |
Service code 28 · EIN 04-2691242 | Investment Management | $374,348 |
CAUSEWAY CAPITAL MANAGEMENT LLC1+ years Service code 28 · EIN 95-4861680 | Investment Management | $255,093 |
US BANK1+ years Filed as: U.S. BANK, NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $192,633 |
NEW ENGLAND PENSION CONSULTANTS1+ years Service code 27 · EIN 04-2927339 | Advisory (Plan) | $180,868 |
BLACK & PINCKARD LLC1+ years Filed as: BLACK ROCK FINANCIAL MANAGEMENT Service code 21 · EIN 94-3112180 | Bank Trustee | $153,220 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,519 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 19 · EIN 41-6257133 | Securities Custodian | $29,882 |
STATE STREET GLOBAL ADVISORS1+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $21,939 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $96,302-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | 3.50% | 0.61%+2.9pp | -2.90%+6.4pp | 1.67%+1.8pp |
| Employer contribution / active EE | $28,546 | $9,133+212.6% | $27,990+2.0% | $10,506+171.7% |
| Participant deferral / active EE | $0 | $146-100.0% | $137-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $519-100.0% | $66,276-100.0% |