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| Provider | Service type | Compensation |
|---|---|---|
BOSTON TRUST WALDEN COMPANY2+ years Filed as: BOSTON TRUST & INV MGMT Service code 19 · EIN 04-2273811 | Securities Custodian | $35,043 |
AMALGAMATED2+ years Filed as: ALICARE Service code 13 · EIN 13-3432221 | Contract Administrator | $24,935 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY Service code 11 · EIN 04-2586958 | Actuarial | $22,690 |
MANZI & ASSOCIATES, LLC2+ years Service code 10 · EIN 04-3508036 | Accounting | $10,500 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROITMAN Service code 29 · EIN 13-2646110 | Legal | $5,000 |
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 | $415,031-100.0% | $111,575-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | - |
| Annual return | 10.70% | 15.23%-4.5pp | 18.87%-8.2pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $19,828-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $68-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $262-100.0% | - |