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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS1+ years Filed as: BOSTON TRUST COMPANY Service code 28 · EIN 04-2273811 | Investment Management | $116,062 |
ODYSSEY ADVISORS1+ years Service code 11 · EIN 36-4560201 | Actuarial | $12,187 |
SLEVIN & HART, P.C.1+ years Service code 29 · EIN 52-1708613 | Legal | $9,947 |
MEYERS BROTHERS KALICKA, PC1+ years Filed as: MEYERS BROTHERS KALICKA, P.C. Service code 10 · EIN 04-2713795 | Accounting | $9,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $442,730-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 3.6%-3.6pp |
| Annual return | 4.84% | 5.54%-0.7pp | 4.72%+0.1pp | 11.88%-7.0pp |
| Employer contribution / active EE | $5,952 | $25,709-76.8% | $30,821-80.7% | $14,612-59.3% |
| Participant deferral / active EE | $0 | $2,149-100.0% | $113-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $2,146-100.0% | $637-100.0% |