Filed July 13, 2020
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| Provider | Service type | Compensation |
|---|---|---|
BETH ISRAEL LAHEY HEALTH2+ years Service code 14 · EIN 83-2671600 | Plan Administrator | $3,037,973 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIS TOWERS WATSON LLC Service code 11 · EIN 53-0181291 | Actuarial | $522,098 |
STATE STREET GLOBAL ADVISORS2+ years Service code 27 · EIN 81-4017137 | Advisory (Plan) | $252,743 |
SANDERSON ASSET MANAGEMENT2+ years Filed as: SANDERSON ASSET MANAGEMENT LLP Service code 28 · EIN 20-0348128 | Investment Management | $187,961 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $137,633 |
PRIME, BUCHHOLZ & ASSOCIATES2+ years Filed as: PRIME BUCHHOLZ LLC Service code 28 · EIN 02-1426421 | Investment Management | $102,908 |
RIVER AND MERCANTILE LLC2+ years Filed as: RIVER AND MERCANTILE SOLUTIONS Service code 28 130 TURNER STREET · WALTHAM, MA 02453 | Investment Management | $51,379 |
ROCKLAND TRUST2+ years Service code 21 · EIN 04-1782600 | Bank Trustee | $27,568 |
THE ANGELL PENSION GROUP, INC.2+ years Service code 11 · EIN 04-2530412 | Actuarial | $24,749 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $5,415 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -12.25% | -2.41%-9.8pp | -38.86%+26.6pp | 23.41%-35.7pp |
| Employer contribution / active EE | $2,951 | $7,691-61.6% | $37,756-92.2% | $12,650-76.7% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |