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| Provider | Service type | Compensation |
|---|---|---|
THE MCKEOGH COMPANY7 years Filed as: MCKEOGH COMPANY Service code 11 1001 CONSHOHOCKEN STATE ROAD · WEST CONSHOHOCKEN, PA 19428 | Actuarial | $50,410 |
BOSTON TRUST WALDEN COMPANY4 years Service code 12 · EIN 04-2273811 | Claims processing; Recordkeeping and ... | $19,273 |
Filed as: LAPIER, DILLON & ASSOCIATES, P.C. Service code 10 · EIN 32-0004585 | Accounting | $12,793 |
FIRST STATE TRUST COMPANY4 years Filed as: FIRST STATE Service code 12 · EIN 13-3124172 | Recordkeeping and information managem... | $10,029 |
KARA LALLY2 years Filed as: KARA ADAMITES Service code 14 595 SOUTHAMPTON ROAD · WESTFIELD, MA 01085 | Plan Administrator | $7,161 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $24,265-100.0% | $396,305-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.0%-14.0pp | 11.2%-11.2pp |
| Annual return | 1.66% | 8.11%-6.5pp | 96.17%-94.5pp | 9.01%-7.3pp |
| Employer contribution / active EE | $10,084 | $6,934+45.4% | $25,602-60.6% | $12,866-21.6% |
| Participant deferral / active EE | $0 | $71-100.0% | $292-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $3,725-100.0% | $4,785-100.0% |