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) | $443,137 |
FID INV INST OPS CO1 year Service code 11 · EIN 04-2647786 | Actuarial | $169,336 |
NORTHERN TRUST COMPANY2 years Service code 15 · EIN 36-1561860 | Recordkeeping | $146,645 |
ARROWSTREET CAPITAL2 years Filed as: ARROWSTREET Service code 27 · EIN 04-3472863 | Advisory (Plan) | $141,019 |
MERCER4+ years Filed as: MERCER HR CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $135,459 |
HS MANAGEMENT PARTNERS, LLC2 years Service code 27 · EIN 26-0335469 | Advisory (Plan) | $102,466 |
MARATHON ASSET MANAGEMENT2 years Filed as: MARATHON Service code 27 · EIN 44-6201673 | Advisory (Plan) | $91,289 |
Service code 27 · EIN 04-6987758 | Advisory (Plan) | $82,146 |
GARDNER RUSSO2 years Filed as: GARDNER RUSSO & GARDNER Service code 27 · EIN 23-2673088 | Advisory (Plan) | $81,018 |
Filed as: VAUGHAN NELSON INVESTMENT MGMT LP Service code 27 · EIN 04-3304963 | Advisory (Plan) | $52,832 |
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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 | $18,026,966-100.0% | $463,922-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 17.6%-17.6pp | 1.8%-1.8pp |
| Annual return | -5.66% | 0.19%-5.9pp | 60.62%-66.3pp | 0.19%-5.9pp |
| Employer contribution / active EE | $21,018 | $13,763+52.7% | $61,657-65.9% | $13,763+52.7% |
| Participant deferral / active EE | $0 | $804-100.0% | $288-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $23-100.0% | $426-100.0% |