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| Provider | Service type | Compensation |
|---|---|---|
BOSTON TRUST WALDEN COMPANY9 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 | $285,407 |
THE SEGAL COMPANY9 years Service code 11 · EIN 13-1835864 116 HUNTINGTON AVENUE · BOSTON, MA 021165744 | Actuarial | $66,500 |
D'ARCANGELO & CO., LLP8 years Filed as: D'ARCANGELO & CO. Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $17,500 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 3.26% | 10.61%-7.3pp | 9.96%-6.7pp | 10.61%-7.3pp |
| Employer contribution / active EE | $6,201 | $15,605-60.3% | $35,635-82.6% | $15,605-60.3% |
| Participant deferral / active EE | $0 | $1,909-100.0% | $20-100.0% | $1,909-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |