Filed April 4, 2018 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE TOWNSEND GROUP9+ years Filed as: TOWNSEND HOLDINGS LLC Service code 51 · EIN 45-3073569 | Investment Mgmt Fees | $1,156,312 |
MORNEAU SHEPELL2 years Filed as: TELUS HEALTH (US) LTD. Service code 15 · EIN 52-1883918 | Recordkeeping | $578,761 |
Service code 27 111 HUNTINGTON AVENUE STE 200 · BOSTON, MA 02199 | Advisory (Plan) | $479,541 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $473,409 |
LOOMIS SAYLES2 years Service code 28 · EIN 04-3200030 | Investment Management | $350,502 |
Filed as: FIDELITY INVESTMENTS Service code 27 245 SUMMER STREET · BOSTON, MA 02210 | Advisory (Plan) | $326,934 |
BAILLIE GIFFORD OVERSEAS LTD9+ years Filed as: BAILLIE GIFFORD OVERSEAS, LTD. Service code 28 · EIN 22-3438530 | Investment Management | $307,392 |
LINDSELL TRAIN LIMITED9+ years Service code 28 · EIN 98-1104976 | Investment Management | $302,559 |
WILLIS TOWERS WATSON US LLC9+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $275,972 |
POLARIS CAPITAL MANAGEMENT LLC9+ years Service code 27 · EIN 74-3243565 | Advisory (Plan) | $248,828 |
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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 | $310,574-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 0.0%0pp |
| Annual return | 3.10% | 8.48%-5.4pp | 8.04%-4.9pp | 8.48%-5.4pp |
| Employer contribution / active EE | $6,780 | $9,949-31.9% | $42,698-84.1% | $9,949-31.9% |
| Participant deferral / active EE | $0 | $734-100.0% | $66-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $8,889-100.0% | - |