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| Provider | Service type | Compensation |
|---|---|---|
BOSTON TRUST WALDEN COMPANY2+ years Filed as: BOSTON TRUST & INVESTMENT CO. Service code 51 · EIN 04-6513644 ONE BEACON STREET, FLOOR 33 · BOSTON, MA 02108 | Investment Mgmt Fees | $57,854 |
LSV ASSET MANAGEMENT2+ years Service code 51 · EIN 20-0726879 155 NORTH WACKER DRIVE, SUITE 4600 · CHICAGO, IL 60606 | Investment Mgmt Fees | $42,743 |
MARCO CONSULTING GROUP2+ 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 |
Filed as: BNY MELLON Service code 51 BNY MELLON CENTER, SUITE 5400 · PITTSBURGH, PA 152580001 | Investment Mgmt Fees | $23,661 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES, Service code 11 · EIN 31-1582098 6050 OAK TREE BLVD. S. SUITE 500 · CLEVELAND, OH 44131 | Actuarial | $21,000 |
CAMPANA, SARZA & TATEWOSIAN, LLP2+ years Service code 10 · EIN 05-0392492 300 METRO CENTER BLVD., STE 225 · WARWICK, RI 02886 | Accounting | $17,375 |
AMALGAMATED BANK2+ years Service code 51 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Investment Mgmt Fees | $16,302 |
KRAKOW & SOURIS2+ years Filed as: KRAKOW & SOURIS,LLC Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $15,000 |
HAMILTON LANE ADVISORS, LLC2+ years Filed as: HAMILTON LANE Service code 51 ONE PRESIDENTIAL BLVD. · BALA CYNWYD, PA 19004 | Investment Mgmt Fees | $12,502 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 8.19% | 3.49%+4.7pp | 4.16%+4.0pp | 7.18%+1.0pp |
| Employer contribution / active EE | $10,098 | $11,083-8.9% | $29,966-66.3% | $13,095-22.9% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |