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 LLC5+ years Filed as: ACADIAN ASSET MGMT LLC Service code 28 · EIN 04-2929221 | Investment Management | $259,014 |
BOSTON TRUST WALDEN COMPANY5+ years Filed as: BOSTON TRUST & INVESTMENT MGMT CO Service code 28 · EIN 04-2273811 | Investment Management | $243,769 |
NEWTON5+ years Filed as: NEWTON CAPITAL MANAGEMENT LLC Service code 28 · EIN 32-0194117 | Investment Management | $212,960 |
DODGE & COX5+ years Service code 28 · EIN 13-6033041 | Investment Management | $120,190 |
FID INV INST OPS CO5+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $39,305 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $242,343 | $73,125+231.4% | $125,195+93.6% | $77,775+211.6% |
| Participation rate | 99.0% | 79.4%+19.6pp | 79.8%+19.2pp | 73.2%+25.8pp |
| Annual return | 17.57% | 24.71%-7.1pp | 43.79%-26.2pp | 32.58%-15.0pp |
| Employer contribution / active EE | $14,742 | $2,413+510.9% | $3,866+281.3% | $2,504+488.7% |
| Participant deferral / active EE | $7,775 | $3,966+96.0% | $4,937+57.5% | $3,966+96.0% |
| Admin fee / account holder | $158 | $89+77.3% | $9,704-98.4% | $100+58.4% |