Filed March 5, 2020 (most recent of 4 filings on file)
Total covered: 357 employees
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| Provider | Service type | Compensation |
|---|---|---|
ACADIAN ASSET MANAGEMENT LLC1+ years Filed as: ACADIAN ASSET MGMT LLC Service code 28 · EIN 04-2929221 | Investment Management | $161,601 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-6078093 | Investment Management | $139,530 |
MERCATOR ASSET MANAGEMENT, L.P.1+ years Service code 28 · EIN 65-0617051 | Investment Management | $124,918 |
BOSTON TRUST WALDEN COMPANY1+ years Filed as: BOSTON TRUST & INV MGMT CO Service code 28 · EIN 04-2273811 | Investment Management | $122,978 |
Filed as: BARING ASSET MGMT LTD Service code 28 · EIN 98-0241935 | Investment Management | $108,159 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 28 · EIN 13-3200244 | Investment Management | $89,857 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $87,891 |
STATE STREET GLOBAL ADVISORS1+ years Service code 28 · EIN 04-1867445 | Investment Management | $86,220 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $56,627 |
NEW ENGLAND PENSION CONSULTANTS1+ years Filed as: NEW ENGLAND PENSION CONSULANTS Service code 17 · EIN 04-2927339 | Pension Consulting | $29,306 |
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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 | $14,096,330-100.0% | $313,292-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | -2.81% | 1.67%-4.5pp | -2.79%0pp | 1.67%-4.5pp |
| Employer contribution / active EE | $12,732 | $10,506+21.2% | $39,327-67.6% | $10,506+21.2% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $351-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $15,115-100.0% | $66,276-100.0% |