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 LLC6+ years Filed as: ACADIAN ASSET MGMT LLC Service code 28 · EIN 04-2929221 | Investment Management | $201,369 |
Service code 28 · EIN 04-2273811 | Investment Management | $178,503 |
NEW ENGLAND PENSION CONSULTANTS6+ years Filed as: NEW ENGLAND PENSION CONSULANTS Service code 27 · EIN 04-2927339 | Advisory (Plan) | $124,583 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 28 · EIN 13-3200244 | Investment Management | $114,672 |
Service code 28 · EIN 25-6078093 | Investment Management | $114,357 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $104,501 |
DODGE & COX6+ years Service code 28 · EIN 13-6033041 | Investment Management | $77,934 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $319,634-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 11.64% | 12.86%-1.2pp | 175.18%-163.5pp | 12.86%-1.2pp |
| Employer contribution / active EE | $12,183 | $13,687-11.0% | $38,590-68.4% | $13,687-11.0% |
| Participant deferral / active EE | $0 | $833-100.0% | $8-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $3,298-100.0% | - |