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 COMPANY5 years Service code 28 · EIN 04-2755549 | Investment Management | $163,272 |
AVIVA INVESTORS AMERICAS LLC3 years Service code 28 · EIN 61-1691139 | Investment Management | $63,958 |
Service code 28 · EIN 20-8058531 | Investment Management | $52,419 |
ACADIAN ASSET MANAGEMENT LLC8 years Filed as: ACADIAN ASSET MANAGEMENT HEADQUARTE Service code 28 · EIN 20-0166430 | Investment Management | $26,744 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $18,620 |
Filed as: INCOME RESEARCH & MANAGEMENT COLLEC Service code 28 · EIN 46-1964829 | Investment Management | $17,641 |
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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 8.23% | 7.95%+0.3pp | 20.18%-12.0pp | 9.11%-0.9pp |
| Employer contribution / active EE | $0 | $14,684-100.0% | $29,108-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |