Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SMW INSURANCE3+ years Service code 13 · EIN 04-2088633 1157 ADAMS STREET · DORCHESTER, MA 02124 | Contract Administrator | $204,371 |
LSV ASSET MANAGEMENT3+ years Filed as: LSV INVESTMENT Service code 28 · EIN 30-0246429 | Investment Management | $95,364 |
MARCO CONSULTING GROUP3+ years Filed as: MARCO ADVISORS Service code 27 · EIN 03-6355078 | Advisory (Plan) | $87,500 |
BLACKSTONE3+ years Filed as: BLACKSTONE ALTERNATIVE ASSET Service code 28 · EIN 20-8875684 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $76,056 |
MERCER3+ years Service code 19 · EIN 20-1932099 | Securities Custodian | $70,965 |
INCOME RESEARCH & MANAGEMENT3+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $64,625 |
BOSTON TRUST WALDEN COMPANY3+ years Filed as: BOSTON TRUST COMPANY (TBCAM) Service code 28 · EIN 04-2273811 | Investment Management | $54,068 |
BOSTON PARTNERS3+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2273811 | Investment Management | $47,426 |
COLUMBIA3+ years Filed as: COLUMBIA ASSET MANAGEMENT Service code 28 · EIN 25-1890416 213 W LIBERTY ST, STE 110 · ANN ARBOR, MI 48104 | Investment Management | $41,654 |
ULLICO3+ years Filed as: UNION LABOR LIFE Service code 28 · EIN 13-1423090 | Investment Management | $28,023 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,550 | $34,242+339.7% | $76,518+96.8% | $75,289+100.0% |
| Participation rate | 97.8% | 43.9%+53.9pp | 68.0%+29.8pp | 72.4%+25.3pp |
| Annual return | 9.17% | -0.98%+10.2pp | -0.27%+9.4pp | -0.04%+9.2pp |
| Employer contribution / active EE | $7,946 | $975+715.1% | $2,647+200.2% | $2,405+230.4% |
| Participant deferral / active EE | $0 | $1,872-100.0% | $3,836-100.0% | $3,739-100.0% |
| Admin fee / account holder | $335 | $112+199.3% | $4,849-93.1% | $102+227.5% |