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| Provider | Service type | Compensation |
|---|---|---|
BOSTON TRUST WALDEN COMPANY10+ years Filed as: BOSTON TRUST & INV MGMT Service code 19 · EIN 04-2273811 | Securities Custodian | $44,613 |
THE SEGAL COMPANY10+ years Filed as: SEGAL ROITMAN Service code 29 · EIN 13-2646110 | Legal | $28,560 |
THE SEGAL COMPANY10+ years Filed as: SEGAL COMPANY Service code 11 · EIN 04-2586958 | Actuarial | $26,000 |
AMALGAMATED5 years Service code 13 · EIN 13-3432221 | Contract Administrator | $25,179 |
MANZI & ASSOCIATES, LLC10+ years Service code 10 · EIN 04-3508036 | Accounting | $12,212 |
BRENTWOOD ASSET ADVISORS1 year Service code 27 5999 RIDGE VIEW ST · CAMAILLO, CA 93012 | Advisory (Plan) | $5,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,914-100.0% | $116,914-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 20.2%-20.2pp | 9.1%-9.1pp | 43.7%-43.7pp |
| Annual return | 2.68% | 7.69%-5.0pp | 8.92%-6.2pp | 13.05%-10.4pp |
| Employer contribution / active EE | $0 | $38,144-100.0% | $24,457-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $692-100.0% | $692-100.0% | $31,365-100.0% |