Filed February 20, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $751,035 |
Filed as: BAYSTATE RET - SILCHESTER Service code 21 · EIN 45-3056700 | Bank Trustee | $344,187 |
BAYSTATE RET NISA LONG CR2 years Filed as: NISA LONG CR Service code 21 · EIN 56-2427157 | Bank Trustee | $289,043 |
Filed as: NISA-LONG DURATION Service code 21 · EIN 48-1140940 | Bank Trustee | $208,512 |
Service code 13 · EIN 04-1590850 | Contract Administrator | $148,800 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE Service code 50 · EIN 05-3018291 | Direct Payment | $135,109 |
Filed as: BAYSTATE RET - SAPIENCE Service code 21 · EIN 81-2060843 | Bank Trustee | $95,514 |
Filed as: BAYSTATE RET - GRANITE Service code 21 · EIN 27-0225271 | Bank Trustee | $43,240 |
VERRILL DANA LLP6+ years Filed as: VERRILL DANA Service code 50 · EIN 01-0176171 | Direct Payment | $14,430 |
HARBOURVEST PARTNERS LP1 year Filed as: HARBOURVEST PARTNERS VIII-CAYMAN Service code 21 · EIN 95-2755361 | Bank Trustee | $10,365 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 14.24% | 12.77%+1.5pp | 90.61%-76.4pp | 12.86%+1.4pp |
| Employer contribution / active EE | $2,071 | $8,963-76.9% | $32,730-93.7% | $13,687-84.9% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |