Filed September 8, 2010 (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.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Service code 11 · EIN 22-2232264 | Actuarial | $308,918 |
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 13-3854742 | Investment Management | $217,729 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET Service code 18 · EIN 04-1867445 | Custodial (other than securities); Cu... | $118,298 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON Service code 28 · EIN 04-2767481 | Investment Management | $108,233 |
AXIOM INTERNATIONAL3+ years Service code 28 · EIN 13-4039296 | Investment Management | $56,602 |
REAL ESTATE MANAGEMENT3+ years Service code 28 · EIN 04-3631880 | Investment Management | $49,191 |
Filed as: GMO LLC Service code 28 40 ROWES WHARF · BOSTON, MA 02110 | Investment Management | $43,271 |
Filed as: BRANDYWINE Service code 28 · EIN 51-0344524 | Investment Management | $9,233 |
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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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 15.52% | 26.60%-11.1pp | 10.16%+5.4pp | 17.84%-2.3pp |
| Employer contribution / active EE | $6,195 | $7,232-14.3% | $33,192-81.3% | $14,688-57.8% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |