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| Provider | Service type | Compensation |
|---|---|---|
SMW ANNUITY3 years Service code 14 · EIN 04-6394579 | Plan Administrator | $266,705 |
SMW INSURANCE6+ years Service code 13 · EIN 04-2088633 1157 ADAMS STREET · DORCHESTER, MA 02124 | Contract Administrator | $252,146 |
BOSTON PARTNERS6+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2273811 | Investment Management | $102,055 |
LSV ASSET MANAGEMENT6+ years Filed as: LSV INVESTMENT Service code 28 · EIN 30-0246429 | Investment Management | $87,051 |
BLACKSTONE6+ years Filed as: BLACKSTONE ALTERNATIVE ASSET Service code 28 · EIN 20-8875684 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $85,976 |
BOSTON TRUST WALDEN COMPANY6+ years Filed as: BOSTON TRUST COMPANY (TBCAM) Service code 28 · EIN 04-2273811 | Investment Management | $83,980 |
INCOME RESEARCH & MANAGEMENT6+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $73,213 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $70,000 |
COLUMBIA6+ years Filed as: COLUMBIA ASSET MANAGEMENT Service code 28 · EIN 25-1890416 213 W LIBERTY ST, STE 110 · ANN ARBOR, MI 48104 | Investment Management | $59,946 |
ULLICO6+ years Filed as: UNION LABOR LIFE Service code 28 · EIN 13-1423090 | Investment Management | $30,701 |
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 | $163,558 | $45,719+257.7% | $96,188+70.0% | $93,010+75.8% |
| Participation rate | 87.3% | 45.8%+41.5pp | 68.4%+18.9pp | 73.9%+13.4pp |
| Annual return | 32.53% | 3211.95%-3179.4pp | 192.12%-159.6pp | 158.70%-126.2pp |
| Employer contribution / active EE | $6,378 | $1,139+460.1% | $2,800+127.8% | $2,705+135.7% |
| Participant deferral / active EE | $0 | $2,344-100.0% | $4,350-100.0% | $4,561-100.0% |
| Admin fee / account holder | $342 | $128+166.9% | $5,538-93.8% | $152+125.2% |