Filed January 31, 1994
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 |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT ADVISORY Service code 27 · EIN 04-3515240 | Advisory (Plan) | $352,451 |
FID INV INST OPS CO7 years Service code 11 · EIN 04-2647786 | Actuarial | $352,447 |
NORTHERN TRUST COMPANY8 years Service code 15 · EIN 36-1561860 | Recordkeeping | $203,869 |
HS MANAGEMENT PARTNERS, LLC8 years Service code 27 · EIN 26-0335469 | Advisory (Plan) | $86,123 |
WHITLEY PENN LLP10+ years Service code 10 · EIN 75-2393478 | Accounting | $36,091 |
Filed as: VAUGHAN NELSON INVESTMENT MGMT IN Service code 27 · EIN 04-3304959 | Advisory (Plan) | $33,100 |
ARROWSTREET CAPITAL8 years Filed as: ARROWSTREET Service code 27 · EIN 04-3472863 | Advisory (Plan) | $32,579 |
EDGBASTON INVESTMENT7 years Service code 27 · EIN 26-2697681 | Advisory (Plan) | $20,344 |
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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 | $33,520-100.0% | $943,036-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 9.1%-9.1pp | 2.1%-2.1pp |
| Annual return | 6.54% | 7.65%-1.1pp | 5.62%+0.9pp | 7.65%-1.1pp |
| Employer contribution / active EE | $0 | $20,582-100.0% | $37,825-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $0 | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $0 | $193-100.0% |