Filed September 11, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOSTON TRUST WALDEN Service code 28 · EIN 04-2272811 | Investment Management | $1,070,873 |
Filed as: ABS INVESTMENT MANAGEMENT Service code 28 · EIN 13-4205457 | Investment Management | $355,009 |
Service code 28 · EIN 85-0597999 | Investment Management | $351,004 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $301,406 |
BPEA STRATEGIC HEALTHCARE LP6 years Service code 28 · EIN 82-3699606 | Investment Management | $291,963 |
400 CAPITAL MANAGEMENT LLC3 years Service code 28 · EIN 84-2312688 | Investment Management | $291,662 |
TITANIUM10+ years Service code 28 · EIN 45-4783986 | Investment Management | $273,456 |
Filed as: DAVIDSON KEMPNER CAPITAL MANAGEMENT Service code 28 · EIN 13-3863161 | Investment Management | $268,255 |
Service code 28 · EIN 33-1117438 | Investment Management | $209,879 |
NEPC, LLC10+ years Service code 28 · EIN 26-1429809 | Investment Management | $208,371 |
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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 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 6.43% | 10.08%-3.7pp | 8.99%-2.6pp | 8.88%-2.4pp |
| Employer contribution / active EE | $24,914 | $15,398+61.8% | $25,171-1.0% | $15,934+56.4% |
| Participant deferral / active EE | $0 | $133-100.0% | $1-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |