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 LLC2+ years Filed as: ACADIAN ASSET MGMT LLC Service code 28 · EIN 04-2929221 | Investment Management | $212,635 |
NEWTON2+ years Filed as: NEWTON CAPITAL MANAGEMENT LLC Service code 28 · EIN 32-0194117 | Investment Management | $207,781 |
STATE STREET GLOBAL ADVISORS2+ years Service code 28 · EIN 04-1867445 | Investment Management | $195,130 |
Filed as: BARING ASSET MANAGEMENT LTD Service code 28 · EIN 04-2429117 | Investment Management | $189,970 |
BOSTON TRUST WALDEN COMPANY2+ years Filed as: BOSTON TRUST & INVESTMENT MGMT CO Service code 28 · EIN 04-2273811 | Investment Management | $186,669 |
DODGE & COX2+ years Service code 28 · EIN 13-6033041 | Investment Management | $40,231 |
FID INV INST OPS CO2+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $35,400 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $185,928 | $61,125+204.2% | $108,582+71.2% | $63,975+190.6% |
| Participation rate | 98.8% | 80.5%+18.3pp | 79.6%+19.2pp | 71.1%+27.7pp |
| Annual return | 8.47% | 14.06%-5.6pp | -51.70%+60.2pp | 48.65%-40.2pp |
| Employer contribution / active EE | $13,063 | $2,237+484.1% | $3,758+247.6% | $2,182+498.8% |
| Participant deferral / active EE | $6,031 | $3,574+68.7% | $4,311+39.9% | $3,356+79.7% |
| Admin fee / account holder | $212 | $72+194.7% | $7,645-97.2% | $70+201.0% |