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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ RPS Service code 11 · EIN 31-1582098 | Actuarial | $33,000 |
Service code 10 · EIN 32-0048525 | Accounting | $22,646 |
CARLEY GUILBERT7 years Service code 14 86 LOWER WESTFIELD ROAD · HOLYOKE, MA 01040 | Plan Administrator | $17,638 |
BARBARA GILL3 years Filed as: BARBARA WILLET Service code 99 86 LOWER WESTFIELD ROAD · HOLYOKE, MA 01040 | Other Fees | $8,743 |
Filed as: COMMONWEALTH CO Service code 65 · EIN 04-2675571 | Account Maintenance | $7,500 |
Service code 65 · EIN 06-1050034 | Account Maintenance | $5,217 |
KRAKOW & SOURIS2 years Filed as: KRAKOW SOURIS AND LANDRY Service code 52 · EIN 13-3689004 | Indirect Investment Fees | $5,115 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 52 · EIN 22-1211670 | Indirect Investment Fees | $0 |
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Plan reported the discovery of a loss from fraud or dishonesty.
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 | $3,299,877-100.0% | $422,209-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.3%-2.3pp |
| Annual return | 9.53% | 11.26%-1.7pp | 12.68%-3.1pp | 37.74%-28.2pp |
| Employer contribution / active EE | $17,426 | $10,658+63.5% | $41,595-58.1% | $15,788+10.4% |
| Participant deferral / active EE | $0 | $604-100.0% | $96-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,609-100.0% | $9,287-100.0% |