Filed March 19, 2003
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 |
|---|---|---|
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $289,098 |
WELLINGTON TRUST COMPANY6 years Service code 28 · EIN 04-2755549 | Investment Management | $88,179 |
ACADIAN ASSET MANAGEMENT LLC9 years Filed as: ACADIAN ASSET MANAGEMENT HEADQUARTE Service code 28 · EIN 20-0166430 | Investment Management | $40,579 |
INCOME RESEARCH & MANAGEMENT2 years Filed as: INCOME RESEARCH & MANAGEMENT COLLEC Service code 28 · EIN 46-1964829 | Investment Management | $29,887 |
STATE STREET GLOBAL ADVISORS8 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $26,175 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 1.99% | 10.33%-8.3pp | 8.10%-6.1pp | 9.30%-7.3pp |
| Employer contribution / active EE | $0 | $14,972-100.0% | $28,649-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |