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) | $324,330 |
FID INV INST OPS CO2 years Service code 11 · EIN 04-2647786 | Actuarial | $316,939 |
NORTHERN TRUST COMPANY3 years Service code 15 · EIN 36-1561860 | Recordkeeping | $183,060 |
ARROWSTREET CAPITAL3 years Filed as: ARROWSTREET Service code 27 · EIN 04-3472863 | Advisory (Plan) | $105,222 |
HS MANAGEMENT PARTNERS, LLC3 years Service code 27 · EIN 26-0335469 | Advisory (Plan) | $83,688 |
MARATHON ASSET MANAGEMENT3 years Filed as: MARATHON Service code 27 · EIN 44-6201673 | Advisory (Plan) | $79,770 |
EDGBASTON INVESTMENT2 years Service code 27 · EIN 26-3055229 | Advisory (Plan) | $62,321 |
GARDNER RUSSO3 years Filed as: GARDNER RUSSO & GARDNER Service code 27 · EIN 23-2673088 | Advisory (Plan) | $59,209 |
Filed as: VAUGHAN NELSON INVESTMENT MGMT LP Service code 27 · EIN 04-3304963 | Advisory (Plan) | $51,172 |
WHITLEY PENN LLP5+ years Service code 10 · EIN 75-2393478 | Accounting | $38,012 |
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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 | $3,370,408-100.0% | $671,907-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 15.0%-15.0pp | 1.2%-1.2pp |
| Annual return | 18.50% | 53.27%-34.8pp | 10.76%+7.7pp | 53.27%-34.8pp |
| Employer contribution / active EE | $52,229 | $14,774+253.5% | $68,795-24.1% | $14,774+253.5% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $229-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $6,717-100.0% | $13,289-100.0% |