Filed October 7, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES Service code 15 MERCER US INC. · NORWOOD, MA 02062 | Recordkeeping | $260,013 |
MERCER1+ years Filed as: MERCER INV. MGMT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $161,221 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 28 · EIN 20-0292745 | Investment Management | $94,722 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST CO. Service code 15 · EIN 04-1867445 | Recordkeeping | $37,853 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN LEWIS AND BOCHIUS Service code 29 · EIN 23-0891050 | Legal | $23,604 |
ARROWSTREET CAPITAL1+ years Filed as: ARROWSTREET CAPITAL LTD PARTNERSHIP Service code 51 · EIN 04-3472863 | Investment Mgmt Fees | $22,808 |
AON CONSULTING1+ years Service code 11 · EIN 22-2232264 | Actuarial | $20,000 |
INCOME RESEARCH & MANAGEMENT1+ years Service code 28 · EIN 04-2955404 | Investment Management | $10,285 |
THE SEGAL COMPANY1+ years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $9,000 |
ACADIAN ASSET MANAGEMENT LLC1+ years Filed as: ACADIAN ASSET MANAGEMENT Service code 51 · EIN 04-2929221 | Investment Mgmt Fees | $6,760 |
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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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 0.00% | 6.04%-6.0pp | 5.44%-5.4pp | 9.19%-9.2pp |
| Employer contribution / active EE | $51,140 | $12,925+295.7% | $25,481+100.7% | $12,608+305.6% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |