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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS2+ years Filed as: BOSTON TRUST COMPANY Service code 28 · EIN 04-2273811 | Investment Management | $118,815 |
ODYSSEY ADVISORS2+ years Service code 11 · EIN 36-4560201 | Actuarial | $12,437 |
MEYERS BROTHERS KALICKA, PC2+ years Filed as: MEYERS BROTHERS KALICKA, P.C. Service code 10 · EIN 04-2713795 | Accounting | $9,200 |
SLEVIN & HART, P.C.2+ years Service code 29 · EIN 52-1708613 | Legal | $925 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,091-100.0% | $85,985-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 4.5%-4.5pp |
| Annual return | 6.93% | 12.51%-5.6pp | 14.20%-7.3pp | 13.95%-7.0pp |
| Employer contribution / active EE | $2,066 | $17,557-88.2% | $27,968-92.6% | $16,598-87.6% |
| Participant deferral / active EE | $0 | $552-100.0% | $576-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $6,028-100.0% | $612-100.0% |