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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS7+ years Filed as: BOSTON TRUST COMPANY Service code 28 · EIN 04-2273811 | Investment Management | $141,495 |
ODYSSEY ADVISORS7+ years Service code 11 · EIN 36-4560201 | Actuarial | $14,125 |
MEYERS BROTHERS KALICKA, PC7+ years Filed as: MEYERS BROTHERS KALICKA, P.C. Service code 10 · EIN 04-2713795 | Accounting | $10,000 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,032-100.0% | - | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 9.9%-9.9pp |
| Annual return | -8.21% | 178.88%-187.1pp | 22.50%-30.7pp | -5.25%-3.0pp |
| Employer contribution / active EE | $1,940 | $21,448-91.0% | $33,849-94.3% | $15,161-87.2% |
| Participant deferral / active EE | $0 | $0 | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | - | $3,859-100.0% |