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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 04-6069434 LOCAL UNION #4 · WEST BOYLSTON, MA 01583 | Plan Administrator | $85,573 |
INSURANCE PROGRAMMERS, INC.4+ years Filed as: INSURANCE PROGRAMMERS Service code 13 · EIN 06-0811449 P.O. BOX 5817 · WALLINGFORD, CT 06492 | Contract Administrator | $24,720 |
Filed as: UBS SECURITIES, LLC Service code 26 · EIN 13-3873456 1285 AVENUE OF THE AMERICAS · NEW YORK CITY, NY 10019 | Advisory (Participants) | $18,390 |
GOULET SALVIDIO & ASSOC.1 year Filed as: GOULET, SALVIDIO & ASSOC. Service code 10 · EIN 01-2623065 9 IRVING STREET · WORCESTER, MA 01609 | Accounting | $16,887 |
ROBERT CHEVERIE4+ years Filed as: ROBERT M. CHEVERIE & ASSOCIATES Service code 29 · EIN 06-1335139 333 EAST RIVER DRIVE · EAST HARTFORD, CT 06108 | Legal | $12,646 |
Service code 26 | Advisory (Participants) | $5,121 |
Filed as: COMMONWEALTH FINANCIAL Service code 26 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Participants) | $0 |
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 | $100,508 | $56,443+78.1% | $83,831+19.9% | $55,725+80.4% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -3.45% | 393.67%-397.1pp | 850.99%-854.4pp | 244.93%-248.4pp |
| Employer contribution / active EE | $6,692 | $2,682+149.5% | $3,631+84.3% | $2,078+222.0% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $300 | $156+91.9% | $5,479-94.5% | $115+160.4% |