Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BOSTON TRUST WALDEN COMPANY6+ years Filed as: BOSTON TRUST & INVESTMENT CO. Service code 51 · EIN 04-6513644 ONE BEACON STREET, FLOOR 33 · BOSTON, MA 02108 | Investment Mgmt Fees | $76,932 |
LSV ASSET MANAGEMENT6+ years Service code 51 · EIN 20-0726879 155 NORTH WACKER DRIVE, SUITE 4600 · CHICAGO, IL 60606 | Investment Mgmt Fees | $53,112 |
SIGULER GUFF ADVISERS, LLC4 years Filed as: SIGULER GUFF & COMPANY, LP Service code 51 · EIN 81-1138441 825 THIRD AVENUE, 10TH FLOOR · NEW YORK, NY 10022 | Investment Mgmt Fees | $46,701 |
MARCO CONSULTING GROUP6+ years Filed as: THE MARCO CONSULTING GROUP Service code 17 · EIN 36-3555078 25 BRAINTREE HILL PARK 103 · BRAINTREE, MA 021848707 | Pension Consulting | $45,000 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST INVESTOR SVCS GROUP Service code 51 50 S. LASALLE STREET, LQ-11 · CHICAGO, IL 60603 | Investment Mgmt Fees | $40,000 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES, Service code 11 · EIN 31-1582098 6050 OAK TREE BLVD. S. SUITE 500 · CLEVELAND, OH 44131 | Actuarial | $37,600 |
THE BANK OF NEW YORK MELLON5 years Filed as: BNY MELLON Service code 51 BNY MELLON CENTER, SUITE 5400 · PITTSBURGH, PA 152580001 | Investment Mgmt Fees | $36,672 |
HAMILTON LANE ADVISORS, LLC6+ years Filed as: HAMILTON LANE Service code 51 ONE PRESIDENTIAL BLVD. · BALA CYNWYD, PA 19004 | Investment Mgmt Fees | $24,693 |
CAMPANA, SARZA & TATEWOSIAN, LLP6+ years Service code 10 · EIN 05-0392492 300 METRO CENTER BLVD., STE 225 · WARWICK, RI 02886 | Accounting | $22,410 |
KRAKOW & SOURIS4 years Filed as: KRAKOW,SOURIS & LANDRY,LLC Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $16,550 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 9.41% | 6.41%+3.0pp | 8.01%+1.4pp | 11.45%-2.0pp |
| Employer contribution / active EE | $9,484 | $11,592-18.2% | $29,475-67.8% | $17,219-44.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |