Filed November 3, 2013
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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $342,859 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $293,877 |
BABSON CAPITAL1+ years Service code 51 · EIN 54-0504477 | Investment Mgmt Fees | $282,133 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Mgmt Fees | $237,519 |
Service code 51 · EIN 33-1077887 | Investment Mgmt Fees | $181,230 |
CAUSEWAY CAPITAL MANAGEMENT LLC1+ years Filed as: CAUSEWAY CAPITAL MANAGEMENT CO Service code 51 · EIN 95-4861680 | Investment Mgmt Fees | $168,295 |
Filed as: ARROWPOINT INVESTMENT MANAGEMENT CO Service code 51 · EIN 38-2917921 | Investment Mgmt Fees | $111,820 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS INSTITUTIONAL ADVISORS INC Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $111,556 |
LANDMARK EQUITY ADVISORS LLC1+ years Filed as: LANDMARK REALTY ADVISORS LLC Service code 51 · EIN 06-1471488 10 MILL POND LANE · SIMSBURY, CT 06070 | Investment Mgmt Fees | $11,683 |
LANDMARK EQUITY ADVISORS LLC1+ years Service code 51 · EIN 06-1519082 10 MILL POND LANE · SIMSBURY, CT 06070 | Investment Mgmt Fees | $0 |
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 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 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -0.05% | -1.13%+1.1pp | -0.81%+0.8pp | 2.81%-2.9pp |
| Employer contribution / active EE | $40,244 | $14,981+168.6% | $38,425+4.7% | $16,358+146.0% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |