Filed March 5, 2020 (most recent of 4 filings on file)
Total covered: 357 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ACADIAN ASSET MANAGEMENT LLC9+ years Filed as: ACADIAN ASSET MGMT LLC Service code 28 · EIN 04-2929221 | Investment Management | $298,405 |
BOSTON TRUST WALDEN COMPANY4 years Service code 28 · EIN 04-2273811 | Investment Management | $219,440 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 28 · EIN 13-3200244 | Investment Management | $158,528 |
NEW ENGLAND PENSION CONSULTANTS9+ years Filed as: NEW ENGLAND PENSION CONSULANTS Service code 27 · EIN 04-2927339 | Advisory (Plan) | $146,023 |
Service code 28 · EIN 20-2830751 | Investment Management | $115,948 |
NORTHERN TRUST COMPANY9+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $88,205 |
DODGE & COX9+ years Service code 28 · EIN 13-6033041 | Investment Management | $82,067 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $398,892-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 54.1%-54.1pp | 2.2%-2.2pp |
| Annual return | 11.06% | 9.11%+2.0pp | 8.54%+2.5pp | 9.11%+2.0pp |
| Employer contribution / active EE | $7,528 | $12,231-38.5% | $37,153-79.7% | $12,231-38.5% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $18-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $77,551-100.0% | $125-100.0% |