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| Provider | Service type | Compensation |
|---|---|---|
SMW INSURANCE1+ years Service code 13 · EIN 04-2088633 1157 ADAMS STREET · DORCHESTER, MA 02124 | Contract Administrator | $205,207 |
MERCER1+ years Service code 19 · EIN 20-1932099 | Securities Custodian | $125,350 |
GOLDMAN SACHS1+ years Filed as: TAMRO Service code 28 · EIN 26-0207399 1701 DUKE ST 250 · ALEXANDRIA, VA 22314 | Investment Management | $98,886 |
LSV ASSET MANAGEMENT1+ years Filed as: LSV INVESTMENT Service code 28 · EIN 30-0246429 | Investment Management | $81,972 |
BOSTON TRUST WALDEN COMPANY1+ years Filed as: BOSTON TRUST COMPANY (TBCAM) Service code 28 · EIN 04-2273811 | Investment Management | $76,142 |
BLACKSTONE1+ years Filed as: BLACKSTONE ALTERNATIVE ASSET Service code 28 · EIN 20-8875684 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $69,095 |
INCOME RESEARCH & MANAGEMENT1+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $61,717 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO ADVISORS Service code 27 · EIN 03-6355078 | Advisory (Plan) | $58,750 |
BOSTON PARTNERS1+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2273811 | Investment Management | $48,771 |
COLUMBIA1+ years Filed as: COLUMBIA ASSET MANAGEMENT Service code 28 · EIN 25-1890416 213 W LIBERTY ST, STE 110 · ANN ARBOR, MI 48104 | Investment Management | $43,401 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,750 | $31,370+307.2% | $74,577+71.3% | $63,975+99.7% |
| Participation rate | 69.8% | 42.6%+27.2pp | 68.1%+1.6pp | 71.1%-1.4pp |
| Annual return | -2.17% | -105.16%+103.0pp | 20.47%-22.6pp | 48.65%-50.8pp |
| Employer contribution / active EE | $5,124 | $822+523.3% | $2,525+102.9% | $2,182+134.9% |
| Participant deferral / active EE | $0 | $1,560-100.0% | $3,458-100.0% | $3,356-100.0% |
| Admin fee / account holder | $308 | $77+300.8% | $4,138-92.6% | $70+336.9% |