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 LLC7+ years Filed as: ACADIAN ASSET MGMT LLC Service code 28 · EIN 04-2929221 | Investment Management | $318,452 |
BOSTON TRUST WALDEN COMPANY2 years Service code 28 · EIN 04-2273811 | Investment Management | $224,578 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 28 · EIN 13-3200244 | Investment Management | $128,964 |
NEW ENGLAND PENSION CONSULTANTS7+ years Filed as: NEW ENGLAND PENSION CONSULANTS Service code 27 · EIN 04-2927339 | Advisory (Plan) | $125,682 |
DODGE & COX7+ years Service code 28 · EIN 13-6033041 | Investment Management | $84,186 |
THE BANK OF NEW YORK MELLON2 years Service code 28 · EIN 25-6078093 | Investment Management | $72,527 |
ARROWSTREET CAPITAL1 year Filed as: ARROWSTREET INC. Service code 28 · EIN 04-3472863 | Investment Management | $70,610 |
NORTHERN TRUST COMPANY7+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $52,889 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $369,410-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 29.4%-29.4pp | 3.7%-3.7pp |
| Annual return | 11.34% | 15.63%-4.3pp | 8.29%+3.0pp | 15.63%-4.3pp |
| Employer contribution / active EE | $8,926 | $11,476-22.2% | $40,774-78.1% | $11,476-22.2% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $26-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,495-100.0% | $429-100.0% |