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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS10+ years Filed as: BOSTON TRUST COMPANY Service code 28 · EIN 04-2273811 | Investment Management | $137,495 |
ODYSSEY ADVISORS10+ years Service code 11 · EIN 36-4560201 | Actuarial | $16,250 |
MEYERS BROTHERS KALICKA, PC10+ years Filed as: MEYERS BROTHERS KALICKA, P.C. Service code 10 · EIN 04-2713795 | Accounting | $10,800 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | - | $24,265-100.0% |
| Participation rate | 0.0% | 11.2%-11.2pp | 0.0%0pp | 11.2%-11.2pp |
| Annual return | 6.30% | 9.01%-2.7pp | 31.38%-25.1pp | 9.01%-2.7pp |
| Employer contribution / active EE | $0 | $12,866-100.0% | $24,632-100.0% | $12,866-100.0% |
| Participant deferral / active EE | $0 | $260-100.0% | $181-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | - | $4,785-100.0% |