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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 116 HUNTINGTON AVENUE 8TH FLOOR · BOSTON, MA 02116 | Actuarial | $66,550 |
INSURANCE PROGRAMMERS, INC.1+ years Filed as: INSURANCE PROGRAMMERS INC Service code 14 · EIN 06-0811449 10 TECHNOLOGY DRIVE · WALLINGFORD, CT 06492 | Plan Administrator | $44,700 |
BAIRD FUNDS1+ years Filed as: ROBERT M CHEVERIE & ASSOC Service code 29 · EIN 04-6124621 333 EAST RIVER DRIVE · EAST HARTFORD, CT 06108 | Legal | $30,083 |
PNC BANK, N.A.1+ years Filed as: AFL-CIO/PNC BANK Service code 28 · EIN 22-1146430 815 16TH STREET NW · WASHINGTON, DC 20006 | Investment Management | $26,651 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $23,625 |
GOULET SALVIDIO & ASSOCIATES PC1+ years Filed as: GOULET, SALVIDIO & ASSOCIATES Service code 10 · EIN 04-2623065 324 GOVE STREET · WORCESTER, MA 01605 | Accounting | $14,000 |
BLACKROCK1+ years Service code 28 · EIN 23-2784752 100 BELLEVUE AVENUE · WILMINGTON, DE 19809 | Investment Management | $7,558 |
OKEFEE INVESTMENT MGMT1+ years Service code 63 · EIN 02-6429973 1 WEST BOYLSTON STREET · WORCESTER, MA 01605 | 12b-1 Fees | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $117,535-100.0% | $108,235-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 42.4%-42.4pp | 32.2%-32.2pp | 48.7%-48.7pp |
| Annual return | -100.00% | -1.67%-98.3pp | -1.08%-98.9pp | -2.16%-97.8pp |
| Employer contribution / active EE | $0 | $44,358-100.0% | $35,779-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $230-100.0% | $238-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $17,025-100.0% | $13,449-100.0% | $12,572-100.0% |