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 |
|---|---|---|
FID INV INST OPS CO3 years Service code 11 · EIN 04-2647786 | Actuarial | $445,028 |
Filed as: CAMBRIDGE INVESTMENT ADVISORY Service code 27 · EIN 04-3515240 | Advisory (Plan) | $347,447 |
NORTHERN TRUST COMPANY4 years Service code 15 · EIN 36-1561860 | Recordkeeping | $181,179 |
HS MANAGEMENT PARTNERS, LLC4 years Service code 27 · EIN 26-0335469 | Advisory (Plan) | $128,139 |
ARROWSTREET CAPITAL4 years Filed as: ARROWSTREET Service code 27 · EIN 04-3472863 | Advisory (Plan) | $102,701 |
MARATHON ASSET MANAGEMENT4 years Filed as: MARATHON Service code 27 · EIN 44-6201637 | Advisory (Plan) | $85,238 |
Filed as: VAUGHAN NELSON INVESTMENT MGMT LP Service code 27 · EIN 04-3304963 | Advisory (Plan) | $55,650 |
EDGBASTON INVESTMENT3 years Service code 27 · EIN 26-3055229 | Advisory (Plan) | $54,554 |
WHITLEY PENN LLP6+ years Service code 10 · EIN 75-2393478 | Accounting | $28,400 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $793,067-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 9.1%-9.1pp | 0.6%-0.6pp |
| Annual return | 15.98% | 11.45%+4.5pp | 10.21%+5.8pp | 11.45%+4.5pp |
| Employer contribution / active EE | $37,715 | $17,219+119.0% | $40,687-7.3% | $17,219+119.0% |
| Participant deferral / active EE | $0 | $357-100.0% | $0 | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $0 | $15,480-100.0% |