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| Provider | Service type | Compensation |
|---|---|---|
SMW ANNUITY6 years Service code 14 · EIN 04-6394579 | Plan Administrator | $467,013 |
SMW INSURANCE9+ years Service code 13 · EIN 04-2088633 1157 ADAMS STREET · DORCHESTER, MA 02124 | Contract Administrator | $331,728 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $165,000 |
Filed as: NEWTON INVESTMENT MANAGEMENT Service code 28 · EIN 86-1751460 | Investment Management | $132,402 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 36-4115383 | Recordkeeping | $107,629 |
LSV ASSET MANAGEMENT9+ years Filed as: LSV INVESTMENT Service code 28 · EIN 30-0246429 | Investment Management | $107,280 |
COLUMBIA9+ years Filed as: COLUMBIA ASSET MANAGEMENT Service code 28 · EIN 38-3386847 | Investment Management | $103,112 |
BLACKSTONE9+ years Filed as: BLACKSTONE ALTERNATIVE ASSET Service code 28 · EIN 20-8875684 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $102,093 |
INCOME RESEARCH & MANAGEMENT9+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $74,049 |
MANZI & ASSOCIATES, LLC9+ years Filed as: MANZI & ASSOCIATES Service code 10 · EIN 04-3508036 | Accounting | $58,104 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,411 | $44,897+272.9% | $84,966+97.0% | $199,593-16.1% |
| Participation rate | 93.7% | 45.7%+48.0pp | 67.5%+26.2pp | 72.0%+21.8pp |
| Annual return | 14.41% | 20.96%-6.6pp | 66.38%-52.0pp | 34.25%-19.8pp |
| Employer contribution / active EE | $9,141 | $1,365+569.5% | $2,727+235.2% | $3,034+201.2% |
| Participant deferral / active EE | $0 | $2,668-100.0% | $4,519-100.0% | $5,087-100.0% |
| Admin fee / account holder | $284 | $584-51.4% | $6,149-95.4% | $269+5.5% |