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) | $376,614 |
Filed as: VAUGHAN NELSON INVESTMENT MGMT IN Service code 27 · EIN 04-3304959 | Advisory (Plan) | $374,272 |
NORTHERN TRUST COMPANY6 years Service code 15 · EIN 36-1561860 | Recordkeeping | $238,114 |
FID INV INST OPS CO5 years Service code 11 · EIN 04-2647786 | Actuarial | $224,470 |
HS MANAGEMENT PARTNERS, LLC6 years Service code 27 · EIN 26-0335469 | Advisory (Plan) | $154,583 |
GARDNER RUSSO2 years Filed as: GARDER RUSSO & GARDNER Service code 27 · EIN 23-2673088 | Advisory (Plan) | $149,703 |
ERNST & YOUNG LLP1 year Service code 10 · EIN 34-6565596 | Accounting | $143,674 |
ARROWSTREET CAPITAL6 years Filed as: ARROWSTREET Service code 27 · EIN 04-3472863 | Advisory (Plan) | $86,720 |
EDGBASTON INVESTMENT5 years Service code 27 · EIN 26-2697681 | Advisory (Plan) | $72,188 |
MARATHON ASSET MANAGEMENT6 years Filed as: MARATHON Service code 27 · EIN 44-6201637 | Advisory (Plan) | $56,562 |
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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 | $164,233-100.0% | $732,694-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | -13.41% | 2.78%-16.2pp | -15.18%+1.8pp | 2.78%-16.2pp |
| Employer contribution / active EE | $5,318 | $15,276-65.2% | $53,321-90.0% | $15,276-65.2% |
| Participant deferral / active EE | $0 | $691-100.0% | $0 | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $0 | $1,015-100.0% |