Filed February 20, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $696,602 |
KILTEARN PARTNERS LLP3+ years Filed as: KILTEARN GLOBAL Service code 21 · EIN 27-4585908 | Bank Trustee | $340,360 |
Filed as: NISA LONG DURATION US TREAS SEC Service code 21 · EIN 48-1140940 | Bank Trustee | $281,922 |
Filed as: BAYSTATE RET SILCHESTER Service code 21 · EIN 45-3056700 | Bank Trustee | $272,399 |
Service code 13 · EIN 04-1590850 | Contract Administrator | $161,667 |
Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 23-1159360 | Actuarial | $130,861 |
SUMMIT FINANCIAL CORPORATION3+ years Filed as: SUMMIT Service code 21 · EIN 43-1708520 | Bank Trustee | $110,702 |
Filed as: BAYSTATE RET SAGEVIEW II Service code 21 · EIN 98-1248627 | Bank Trustee | $105,776 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $40,680 |
Filed as: BAYSTATE RET GRANITE Service code 21 · EIN 27-0225271 | Bank Trustee | $29,750 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 14.24% | 26.60%-12.4pp | 10.16%+4.1pp | 17.84%-3.6pp |
| Employer contribution / active EE | $1,614 | $7,232-77.7% | $33,192-95.1% | $14,688-89.0% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |