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 ANNUITY5 years Service code 14 · EIN 04-6394579 | Plan Administrator | $313,464 |
SMW INSURANCE8+ years Service code 13 · EIN 04-2088633 1157 ADAMS STREET · DORCHESTER, MA 02124 | Contract Administrator | $230,804 |
Filed as: NEWTON INVESTMENT MANAGEMENT Service code 28 · EIN 86-1751460 | Investment Management | $116,581 |
BLACKSTONE8+ years Filed as: BLACKSTONE ALTERNATIVE ASSET Service code 28 · EIN 20-8875684 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $95,402 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $95,042 |
LSV ASSET MANAGEMENT8+ years Filed as: LSV INVESTMENT Service code 28 · EIN 30-0246429 | Investment Management | $92,443 |
COLUMBIA8+ years Filed as: COLUMBIA ASSET MANAGEMENT Service code 28 · EIN 38-3386847 | Investment Management | $90,399 |
INCOME RESEARCH & MANAGEMENT8+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $69,920 |
MANZI & ASSOCIATES, LLC8+ years Filed as: MANZI & ASSOCIATES Service code 10 · EIN 04-3508036 | Accounting | $32,850 |
KRAKOW & SOURIS3 years Filed as: KRAKOW, SOURIS & LANDRY Service code 29 · EIN 04-3363718 | Legal | $29,362 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,177 | $40,278+327.5% | $80,669+113.4% | $80,187+114.7% |
| Participation rate | 74.1% | 47.5%+26.5pp | 67.0%+7.0pp | 72.9%+1.1pp |
| Annual return | 28.32% | 50.86%-22.5pp | 937.61%-909.3pp | 40.40%-12.1pp |
| Employer contribution / active EE | $7,294 | $1,332+447.5% | $2,724+167.8% | $2,980+144.8% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $4,444-100.0% | $5,016-100.0% |
| Admin fee / account holder | $249 | $210+18.4% | $5,384-95.4% | $145+71.8% |