Filed February 20, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT FINANCIAL CORPORATION4+ years Filed as: SUMMIT Service code 21 · EIN 43-1708520 | Bank Trustee | $316,311 |
Filed as: BAYSTATE RET SILCHESTER Service code 21 · EIN 45-3056700 | Bank Trustee | $284,787 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $276,824 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE INC Service code 50 · EIN 53-0181291 | Direct Payment | $276,215 |
MERCER1 year Service code 21 · EIN 13-2834414 | Bank Trustee | $222,945 |
KILTEARN PARTNERS LLP4+ years Filed as: KILTEARN GLOBAL Service code 21 · EIN 27-4585908 | Bank Trustee | $208,832 |
Filed as: NISA LONG DUR US TREAS SECUR Service code 21 · EIN 48-1140940 | Bank Trustee | $175,387 |
BAYSTATE RET NISA LONG CR2 years Service code 21 · EIN 56-2427157 | Bank Trustee | $174,190 |
Service code 13 · EIN 04-1590850 | Contract Administrator | $136,800 |
Filed as: BAYSTATE RET GRANITE Service code 21 · EIN 27-0225271 | Bank Trustee | $88,247 |
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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.
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.
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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -7.34% | 9.64%-17.0pp | -102.04%+94.7pp | 33.37%-40.7pp |
| Employer contribution / active EE | $1,764 | $8,034-78.0% | $36,232-95.1% | $11,253-84.3% |
| Participant deferral / active EE | $0 | $572-100.0% | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |