Filed March 5, 2020 (most recent of 4 filings on file)
Total covered: 357 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BARING ASSET MGMT LTD Service code 28 · EIN 98-0241935 | Investment Management | $147,005 |
STATE STREET GLOBAL ADVISORS2+ years Service code 28 · EIN 04-1867445 | Investment Management | $128,432 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-6078093 | Investment Management | $125,949 |
ACADIAN ASSET MANAGEMENT LLC2+ years Filed as: ACADIAN ASSET MGMT LLC Service code 28 · EIN 04-2929221 | Investment Management | $119,833 |
BOSTON TRUST WALDEN COMPANY2+ years Filed as: BOSTON TRUST & INV MGMT CO Service code 28 · EIN 04-2273811 | Investment Management | $108,942 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 28 · EIN 13-3200244 | Investment Management | $101,284 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $75,691 |
NEW ENGLAND PENSION CONSULTANTS2+ years Filed as: NEW ENGLAND PENSION CONSULANTS Service code 17 · EIN 04-2927339 | Pension Consulting | $69,429 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $48,133 |
MERCATOR ASSET MANAGEMENT, L.P.2+ years Service code 28 · EIN 65-0617051 | Investment Management | $31,709 |
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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 | $381,942,733-100.0% | $322,681-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 7.68% | 5.96%+1.7pp | 4.07%+3.6pp | 9.19%-1.5pp |
| Employer contribution / active EE | $5,497 | $13,653-59.7% | $36,235-84.8% | $12,608-56.4% |
| Participant deferral / active EE | $0 | $0 | $215-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $7,128-100.0% | $2,655,710-100.0% |