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| Provider | Service type | Compensation |
|---|---|---|
BOSTON TRUST WALDEN COMPANY8 years Filed as: BOSTON TRUST AND INV MGMT CO Service code 28 · EIN 04-2714958 1 BEACON STREET, 33RD FLOOR · BOSTON, MA 02108 | Investment Management | $263,789 |
THE SEGAL COMPANY8 years Service code 11 · EIN 13-1835864 116 HUNTINGTON AVENUE · BOSTON, MA 021165744 | Actuarial | $73,500 |
D'ARCANGELO & CO., LLP7 years Filed as: D'ARCANGELO & CO. Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $17,500 |
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 450 WIRELESS BOULEVARD · HAUPPAUGE, NY 11788 | Accounting | $5,751 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $157,677-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 0.0%0pp |
| Annual return | 10.97% | 8.76%+2.2pp | 8.41%+2.6pp | 8.76%+2.2pp |
| Employer contribution / active EE | $5,799 | $16,650-65.2% | $41,333-86.0% | $16,650-65.2% |
| Participant deferral / active EE | $0 | $948-100.0% | $40-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $3,303-100.0% | - |