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| Provider | Service type | Compensation |
|---|---|---|
BOSTON TRUST WALDEN COMPANY4+ years Filed as: BOSTON TRUST & INV MGMT Service code 19 · EIN 04-2273811 | Securities Custodian | $38,305 |
AMALGAMATED4+ years Filed as: ALICARE Service code 13 · EIN 13-3432221 | Contract Administrator | $25,687 |
THE SEGAL COMPANY4+ years Filed as: SEGAL COMPANY Service code 11 · EIN 04-2586958 | Actuarial | $23,673 |
MANZI & ASSOCIATES, LLC4+ years Service code 10 · EIN 04-3508036 | Accounting | $12,000 |
THE SEGAL COMPANY4+ years Filed as: SEGAL ROITMAN Service code 29 · EIN 13-2646110 | Legal | $6,645 |
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 | $360,335-100.0% | $98,614-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | - |
| Annual return | -1.67% | 25.06%-26.7pp | -0.41%-1.3pp | - |
| Employer contribution / active EE | $0 | $22,783-100.0% | $15,396-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | - |
| Admin fee / account holder | $0 | $10,090-100.0% | $2,970-100.0% | - |