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| Provider | Service type | Compensation |
|---|---|---|
BOSTON TRUST WALDEN COMPANY1+ years Filed as: BOSTON TRUST & INVESTMENT CO. Service code 51 · EIN 04-6513644 ONE BEACON STREET · BOSTON, MA 02108 | Investment Mgmt Fees | $56,753 |
MARCO CONSULTING GROUP1+ years Filed as: THE MARCO CONSULTING GROUP Service code 17 · EIN 36-3555078 25 BRAINTREE HILL PARK 103 · BRAINTREE, MA 021848707 | Pension Consulting | $42,000 |
LSV ASSET MANAGEMENT1+ years Service code 51 · EIN 20-0726879 155 NORTH WACKER DRIVE, SUITE 4600 · CHICAGO, IL 60606 | Investment Mgmt Fees | $40,940 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ SAVITZ Service code 11 · EIN 26-1371674 75 SECOND AVENUE, SUITE 605 · NEEDHAM, MA 02494 | Actuarial | $30,000 |
AMALGAMATED BANK1+ years Service code 51 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Investment Mgmt Fees | $25,000 |
CAMPANA, SARZA & TATEWOSIAN, LLP1+ years Service code 10 · EIN 05-0392492 300 METRO CENTER BLVD., STE 225 · WARWICK, RI 02886 | Accounting | $17,375 |
KRAKOW & SOURIS1+ years Filed as: KRAKOW & SOURIS,LLC Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $14,375 |
HAMILTON LANE ADVISORS, LLC1+ years Filed as: HAMILTON LANE Service code 51 ONE PRESIDENTIAL BLVD. · BALA CYNWYD, PA 19004 | Investment Mgmt Fees | $13,405 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | -0.47% | 0.68%-1.2pp | -1.61%+1.1pp | -0.60%+0.1pp |
| Employer contribution / active EE | $10,574 | $10,568+0.1% | $30,840-65.7% | $12,272-13.8% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |