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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ RPS Service code 11 · EIN 31-1582098 | Actuarial | $32,500 |
CARLEY GUILBERT6 years Service code 14 86 LOWER WESTFIELD ROAD · HOLYOKE, MA 01040 | Plan Administrator | $16,741 |
KRAKOW & SOURIS1 year Filed as: KRAKOW SOURIS AND LANDRY Service code 52 · EIN 13-3689004 | Indirect Investment Fees | $14,433 |
Filed as: LAPIER, DILLON AND ASSOCIATES PC Service code 10 · EIN 32-0048525 | Accounting | $11,487 |
BARBARA GILL2 years Filed as: BARBARA WILLET Service code 99 86 LOWER WESTFIELD ROAD · HOLYOKE, MA 01040 | Other Fees | $8,164 |
Filed as: COMMONWEALTH Service code 15 · EIN 04-2675571 | Recordkeeping | $7,500 |
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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 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -9.43% | 38.53%-48.0pp | -3.21%-6.2pp | 2.77%-12.2pp |
| Employer contribution / active EE | $18,199 | $14,659+24.2% | $46,051-60.5% | $15,262+19.2% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |