Filed May 16, 2006
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 |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: M & T BANK Service code 21 · EIN 16-0538020 | Bank Trustee | $96,746 |
NEW ENGLAND PENSION CONSULTANTS1+ years Service code 27 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Advisory (Plan) | $25,311 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 1.13% | 9.41%-8.3pp | 5.00%-3.9pp | 9.19%-8.1pp |
| Employer contribution / active EE | $2,656 | $8,353-68.2% | $35,918-92.6% | $12,608-78.9% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |