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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS4+ years Filed as: BOSTON TRUST COMPANY Service code 28 · EIN 04-2273811 | Investment Management | $123,026 |
ODYSSEY ADVISORS4+ years Service code 11 · EIN 36-4560201 | Actuarial | $13,000 |
MEYERS BROTHERS KALICKA, PC4+ years Filed as: MEYERS BROTHERS KALICKA, P.C. Service code 10 · EIN 04-2713795 | Accounting | $9,600 |
SLEVIN & HART, P.C.4+ years Service code 29 · EIN 52-1708613 | Legal | $0 |
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Employer contribution per participant 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 | $289,682-100.0% | $94,563-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | - |
| Annual return | 11.29% | 43.80%-32.5pp | 16.32%-5.0pp | - |
| Employer contribution / active EE | $3,535 | $11,594-69.5% | $31,806-88.9% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $211-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | $0 | - |