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.
| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY2 years Service code 28 · EIN 04-2755549 | Investment Management | $125,257 |
LAZARD ASSET MANAGEMENT5 years Service code 28 · EIN 20-4571006 | Investment Management | $89,382 |
Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 28 · EIN 04-2929221 | Investment Management | $65,448 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $39,148 |
ACADIAN ASSET MANAGEMENT LLC5 years Filed as: ACADIAN ASSET MANAGEMENT HEADQUARTE Service code 28 · EIN 20-1672312 | Investment Management | $24,693 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $8,459 |
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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 14.40% | 6.82%+7.6pp | 8.01%+6.4pp | 12.86%+1.5pp |
| Employer contribution / active EE | $0 | $12,695-100.0% | $29,476-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |