Filed May 24, 2021 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 45-3056700 | Investment Management | $459,350 |
Filed as: MFS HERITAGE TRUST COMPANY Service code 21 · EIN 02-0507414 | Bank Trustee | $251,010 |
BOSTON PARTNERS1 year Filed as: ROBECO BOSTON PARTNERS Service code 28 ONE BEACON STREET · BOSTON, MA 02108 | Investment Management | $244,825 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $156,306 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-3806691 | Investment Management | $131,261 |
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 | $57,821-100.0% | $374,107-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 5.5%-5.5pp |
| Annual return | 7.43% | 7.44%0pp | 4.74%+2.7pp | 5.86%+1.6pp |
| Employer contribution / active EE | $11,203 | $12,240-8.5% | $36,089-69.0% | $10,137+10.5% |
| Participant deferral / active EE | $0 | $76-100.0% | $59-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $10,677-100.0% | $387-100.0% |