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| Provider | Service type | Compensation |
|---|---|---|
BOSTON TRUST WALDEN COMPANY3+ years Filed as: BOSTON TRUST & INV MGMT Service code 19 · EIN 04-2273811 | Securities Custodian | $35,738 |
THE SEGAL COMPANY3+ years Filed as: SEGAL COMPANY Service code 11 · EIN 04-2586958 | Actuarial | $28,035 |
AMALGAMATED3+ years Filed as: ALICARE Service code 13 · EIN 13-3432221 | Contract Administrator | $26,021 |
MANZI & ASSOCIATES, LLC3+ years Service code 10 · EIN 04-3508036 | Accounting | $10,500 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ROITMAN Service code 29 · EIN 13-2646110 | Legal | $5,178 |
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 | $233,564-100.0% | $107,664-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | - |
| Annual return | 12.82% | 28.83%-16.0pp | 337.46%-324.6pp | - |
| Employer contribution / active EE | $0 | $15,177-100.0% | $20,191-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $30-100.0% | - |
| Admin fee / account holder | $0 | $24,504-100.0% | $1,663-100.0% | - |