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| Provider | Service type | Compensation |
|---|---|---|
SMW ANNUITY1 year Service code 14 · EIN 04-6394579 | Plan Administrator | $239,917 |
SMW INSURANCE4+ years Service code 13 · EIN 04-2088633 1157 ADAMS STREET · DORCHESTER, MA 02124 | Contract Administrator | $220,130 |
BOSTON TRUST WALDEN COMPANY4+ years Filed as: BOSTON TRUST COMPANY (TBCAM) Service code 28 · EIN 04-2273811 | Investment Management | $150,415 |
BOSTON PARTNERS4+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2273811 | Investment Management | $144,557 |
COLUMBIA4+ years Filed as: COLUMBIA ASSET MANAGEMENT Service code 28 · EIN 25-1890416 213 W LIBERTY ST, STE 110 · ANN ARBOR, MI 48104 | Investment Management | $120,384 |
LSV ASSET MANAGEMENT4+ years Filed as: LSV INVESTMENT Service code 28 · EIN 30-0246429 | Investment Management | $99,269 |
Filed as: MESIROW Service code 28 · EIN 84-1640908 | Investment Management | $86,547 |
BLACKSTONE4+ years Filed as: BLACKSTONE ALTERNATIVE ASSET Service code 28 · EIN 20-8875684 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $79,027 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $70,000 |
INCOME RESEARCH & MANAGEMENT4+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $64,436 |
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 | $146,784 | $41,617+252.7% | $84,646+73.4% | $77,775+88.7% |
| Participation rate | 90.2% | 45.0%+45.2pp | 68.2%+22.0pp | 73.2%+17.0pp |
| Annual return | 3.91% | 24.97%-21.1pp | 258.85%-254.9pp | 32.58%-28.7pp |
| Employer contribution / active EE | $8,073 | $1,061+660.8% | $2,654+204.2% | $2,504+222.4% |
| Participant deferral / active EE | $0 | $2,129-100.0% | $3,901-100.0% | $3,966-100.0% |
| Admin fee / account holder | $413 | $121+241.6% | $4,915-91.6% | $100+313.0% |