Filed April 27, 2007 (most recent of 2 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
AGILIS PARTNERS LLC1 year Service code 11 130 TURNER STREET · WALTHAM, MA 02453 | Actuarial | $109,298 |
NORTHERN TRUST COMPANY3 years Service code 18 · EIN 36-1561860 | Direct payment from the plan; Custodi... | $47,740 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $39,900 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 17 · EIN 36-3109431 | Pension Consulting | $21,705 |
BDO USA, LLP1 year Filed as: BDO USA Service code 49 · EIN 13-5381590 | Other Services | $5,173 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,409-100.0% | $213,834-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 12.2%-12.2pp | 9.9%-9.9pp |
| Annual return | -20.64% | -3.51%-17.1pp | -5.12%-15.5pp | -5.25%-15.4pp |
| Employer contribution / active EE | $0 | $11,313-100.0% | $31,020-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |