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| Provider | Service type | Compensation |
|---|---|---|
SMW INSURANCE2+ years Service code 13 · EIN 04-2088633 1157 ADAMS STREET · DORCHESTER, MA 02124 | Contract Administrator | $215,135 |
MERCER2+ years Service code 19 · EIN 20-1932099 | Securities Custodian | $152,790 |
LSV ASSET MANAGEMENT2+ years Filed as: LSV INVESTMENT Service code 28 · EIN 30-0246429 | Investment Management | $78,202 |
BLACKSTONE2+ years Filed as: BLACKSTONE ALTERNATIVE ASSET Service code 28 · EIN 20-8875684 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $71,169 |
INCOME RESEARCH & MANAGEMENT2+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $63,891 |
BOSTON TRUST WALDEN COMPANY2+ years Filed as: BOSTON TRUST COMPANY (TBCAM) Service code 28 · EIN 04-2273811 | Investment Management | $60,440 |
BOSTON PARTNERS2+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2273811 | Investment Management | $57,406 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO ADVISORS Service code 27 · EIN 03-6355078 | Advisory (Plan) | $52,500 |
COLUMBIA2+ years Filed as: COLUMBIA ASSET MANAGEMENT Service code 28 · EIN 25-1890416 213 W LIBERTY ST, STE 110 · ANN ARBOR, MI 48104 | Investment Management | $49,544 |
ULLICO2+ years Filed as: UNION LABOR LIFE Service code 28 · EIN 13-1423090 | Investment Management | $27,148 |
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 | $143,621 | $43,717+228.5% | $81,473+76.3% | $77,958+84.2% |
| Participation rate | 68.8% | 42.5%+26.3pp | 68.0%+0.9pp | 71.6%-2.8pp |
| Annual return | 11.17% | 23.83%-12.7pp | 38.78%-27.6pp | 20.87%-9.7pp |
| Employer contribution / active EE | $4,947 | $919+438.5% | $2,568+92.7% | $2,310+114.1% |
| Participant deferral / active EE | $0 | $1,783-100.0% | $3,537-100.0% | $3,537-100.0% |
| Admin fee / account holder | $361 | $108+234.7% | $4,561-92.1% | $97+270.9% |