Filed December 9, 2016 (most recent of 3 filings on file)
Total covered: 38 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STATE STREET BANK AND TRUST CO Service code 19 · EIN 04-1867455 1200 CROWN COLONY DRIVE · QUINCY, MA 02169 | Securities Custodian | $87,973 |
MERCER4+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 99 HIGH STREET · BOSTON, MA 02110 | Investment Mgmt Fees | $42,726 |
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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $37,197-100.0% | $476,019-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 4.7%-4.7pp |
| Annual return | -3.48% | 13.30%-16.8pp | 4.36%-7.8pp | -0.69%-2.8pp |
| Employer contribution / active EE | $0 | $10,363-100.0% | $27,383-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $246-100.0% | $75-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $14,020-100.0% | $124-100.0% |