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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY11+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1928058 116 HUNTINGTON AVE · BOSTON, MA 02116 | Actuarial | $387,967 |
THE SEGAL COMPANY9 years Filed as: SEGAL MACRO ADVISORS INC Service code 20 · EIN 13-2646110 116 HUNTINGTON AVE · BOSTON, MA 02116 | Trustee (individual) | $97,504 |
AETNA LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 06-6033492 151 FARMINGTON AVENUE · HARTFORD, CT 06156 | Contract Administrator | $63,844 |
WARD FISHER & COMPANY11+ years Filed as: WARD FISHER & COMPANY LLP Service code 10 · EIN 05-0234540 250C CENTERVILLE RD · WARWICK, RI 02886 | Accounting | $28,600 |
KIERNAN PLUNKETT & REDIHAN10+ years Service code 22 · EIN 06-1487112 91 FRIENDSHIP ST · PROVIDENCE, RI 02903 | Insurance Broker | $14,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $178,317-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 12.18% | 10.27%+1.9pp | 9.57%+2.6pp | 9.04%+3.1pp |
| Employer contribution / active EE | $19,042 | $14,844+28.3% | $26,706-28.7% | $14,127+34.8% |
| Participant deferral / active EE | $0 | $133-100.0% | $213-100.0% | $665-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | - |