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| Provider | Service type | Compensation |
|---|---|---|
BOSTON TRUST WALDEN COMPANY3+ years Filed as: BOSTON TRUST & INVESTMENT CO. Service code 51 · EIN 04-6513644 ONE BEACON STREET, FLOOR 33 · BOSTON, MA 02108 | Investment Mgmt Fees | $60,647 |
Filed as: SIGULER GUFF & COMPANY, LP Service code 51 · EIN 81-1138441 825 THIRD AVENUE, 10TH FLOOR · NEW YORK, NY 10022 | Investment Mgmt Fees | $57,913 |
LSV ASSET MANAGEMENT3+ years Service code 51 · EIN 20-0726879 155 NORTH WACKER DRIVE, SUITE 4600 · CHICAGO, IL 60606 | Investment Mgmt Fees | $53,574 |
MARCO CONSULTING GROUP3+ 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 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 51 BNY MELLON CENTER, SUITE 5400 · PITTSBURGH, PA 152580001 | Investment Mgmt Fees | $25,604 |
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, LLP3+ years Service code 10 · EIN 05-0392492 300 METRO CENTER BLVD., STE 225 · WARWICK, RI 02886 | Accounting | $19,740 |
KRAKOW & SOURIS1 year Filed as: KRAKOW,SOURIS & LANDRY,LLC Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $15,000 |
HAMILTON LANE ADVISORS, LLC3+ years Filed as: HAMILTON LANE Service code 51 ONE PRESIDENTIAL BLVD. · BALA CYNWYD, PA 19004 | Investment Mgmt Fees | $14,726 |
AMALGAMATED BANK3+ years Service code 51 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Investment Mgmt Fees | $11,747 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 12.86% | 11.78%+1.1pp | 8.32%+4.5pp | 23.90%-11.0pp |
| Employer contribution / active EE | $10,204 | $11,309-9.8% | $30,793-66.9% | $16,539-38.3% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |