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) | $421,822 |
MERCER3+ years Filed as: MERCER HR CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $271,737 |
ARROWSTREET CAPITAL1 year Filed as: ARROWSTREET Service code 27 · EIN 04-3472863 | Advisory (Plan) | $183,106 |
NORTHERN TRUST COMPANY1 year Service code 15 · EIN 36-1561860 | Recordkeeping | $141,544 |
Service code 27 · EIN 04-6987758 | Advisory (Plan) | $117,868 |
Filed as: VAUGHAN NELSON INVESTMENT MGMT LP Service code 27 · EIN 04-3304963 | Advisory (Plan) | $96,390 |
Filed as: MARATHON Service code 27 · EIN 44-6201673 | Advisory (Plan) | $88,819 |
Service code 27 · EIN 26-0335469 | Advisory (Plan) | $87,904 |
GARDNER RUSSO1 year Filed as: GARDNER RUSSO & GARDNER Service code 27 · EIN 23-2673088 | Advisory (Plan) | $68,619 |
BERTRAM CAPITAL1 year Service code 27 · EIN 20-4738270 | Advisory (Plan) | $66,138 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $8,130,877 | $1,723,788+371.7% | $1,867,444+335.4% | $1,723,788+371.7% |
| Participation rate | 0.0% | 1.9%-1.9pp | 11.3%-11.3pp | 1.9%-1.9pp |
| Annual return | 18.50% | 23.90%-5.4pp | 9.84%+8.7pp | 23.90%-5.4pp |
| Employer contribution / active EE | $27,637 | $16,539+67.1% | $50,102-44.8% | $16,539+67.1% |
| Participant deferral / active EE | $0 | $350-100.0% | $612-100.0% | $350-100.0% |
| Admin fee / account holder | $90,786 | $18,975+378.5% | $18,647+386.9% | $18,975+378.5% |