Filed October 7, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER HR SERVICES Service code 15 MERCER US INC. · NORWOOD, MA 02062 | Recordkeeping | $681,322 |
MERCER3+ years Filed as: MERCER INV. MGMT Service code 50 · EIN 30-0282430 | Direct Payment | $501,577 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 28 · EIN 20-0292745 | Investment Management | $286,277 |
Filed as: NISA Service code 28 · EIN 48-1140940 | Investment Management | $199,895 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN LEWIS AND BOCHIUS Service code 29 · EIN 23-0891050 | Legal | $162,026 |
INCOME RESEARCH & MANAGEMENT3+ years Service code 28 · EIN 04-2955404 | Investment Management | $145,776 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET RETIREE SERVICES Service code 15 · EIN 04-1867445 | Recordkeeping | $93,685 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK AND TRUST CO. Service code 19 · EIN 04-0025081 | Securities Custodian | $88,663 |
THE SEGAL COMPANY3+ years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $79,000 |
ACADIAN ASSET MANAGEMENT LLC3+ years Filed as: ACADIAN ASSET MANAGEMENT Service code 51 · EIN 04-2929221 | Investment Mgmt Fees | $60,406 |
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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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -7.41% | 7.01%-14.4pp | 12.68%-20.1pp | 0.19%-7.6pp |
| Employer contribution / active EE | $26,212 | $12,638+107.4% | $22,860+14.7% | $13,763+90.5% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |