Filed July 13, 2020
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON LLC Service code 11 · EIN 53-0181291 | Actuarial | $945,582 |
SANDERSON ASSET MANAGEMENT1+ years Filed as: SANDERSON ASSET MANAGEMENT LLP Service code 28 · EIN 20-0348128 | Investment Management | $523,256 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $256,640 |
PRIME, BUCHHOLZ & ASSOCIATES1+ years Filed as: PRIME BUCHHOLZ LLC Service code 28 · EIN 02-1426421 | Investment Management | $234,644 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $132,756 |
STATE STREET GLOBAL ADVISORS1+ years Service code 27 · EIN 81-4017137 | Advisory (Plan) | $109,618 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 11 · EIN 04-2530412 | Actuarial | $36,882 |
BETH ISRAEL LAHEY HEALTH1+ years Service code 14 · EIN 83-2671600 | Plan Administrator | $33,729 |
ROCKLAND TRUST1+ years Service code 21 · EIN 04-1782600 | Bank Trustee | $27,965 |
RIVER AND MERCANTILE LLC1+ years Filed as: RIVER AND MERCANTILE SOLUTIONS Service code 28 130 TURNER STREET · WALTHAM, MA 02453 | Investment Management | $21,729 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 3100.76% | 35.98%+3064.8pp | 10.75%+3090.0pp | 15.63%+3085.1pp |
| Employer contribution / active EE | $18,311 | $8,396+118.1% | $35,170-47.9% | $11,476+59.6% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |