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| Provider | Service type | Compensation |
|---|---|---|
INSURANCE PROGRAMMERS, INC.1+ years Filed as: INSURANCE PROGRAMMERS, INC Service code 13 · EIN 06-0811449 | Contract Administrator | $66,087 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING Service code 27 · EIN 36-3555078 | Advisory (Plan) | $35,200 |
SMITH GRAHAM1+ years Filed as: SMITH GRAHAM & CO INV ADVISORS Service code 28 · EIN 76-0301817 | Investment Management | $32,998 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $31,411 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROITMAN Service code 29 · EIN 04-2489114 | Legal | $28,585 |
THE ANGELL PENSION GROUP, INC.1+ years Filed as: ANGELL PENSION GROUP, INC Service code 11 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Actuarial | $12,000 |
Service code 10 · EIN 06-0931761 | Accounting | $11,966 |
COMERICA BANK1+ years Service code 19 · EIN 38-2702003 | Securities Custodian | $4,433 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS Service code 13 · EIN 04-1590850 | Contract Administrator | $3,813 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -2.23% | 3.49%-5.7pp | 4.16%-6.4pp | 7.18%-9.4pp |
| Employer contribution / active EE | $12,094 | $11,083+9.1% | $29,966-59.6% | $13,095-7.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |