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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1928058 116 HUNTINGTON AVE · BOSTON, MA 02116 | Actuarial | $73,674 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS INC Service code 20 · EIN 13-2646110 116 HUNTINGTON AVE · BOSTON, MA 02116 | Trustee (individual) | $45,000 |
AETNA LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 06-6033492 151 FARMINGTON AVENUE · HARTFORD, CT 06156 | Contract Administrator | $25,875 |
WARD FISHER & COMPANY1+ years Filed as: WARD FISHER & COMPANY LLP Service code 10 · EIN 05-0234540 250C CENTERVILLE RD · WARWICK, RI 02886 | Accounting | $14,800 |
JACKVONY & JACKVONY1+ years Filed as: JACKVONY AND JACKVONY Service code 22 · EIN 03-7163737 126 FORESTWOOD DRIVE · NORTH PROVIDENCE, RI 02904 | Insurance Broker | $10,000 |
STATE STREET GLOBAL ADVISORS1+ years Service code 21 · EIN 04-1867445 17 DARTMOUTH ROAD · PLYMOUTH, MA 02360 | Bank Trustee | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | 0.47% | 0.68%-0.2pp | -1.61%+2.1pp | -0.60%+1.1pp |
| Employer contribution / active EE | $14,052 | $10,568+33.0% | $30,840-54.4% | $12,272+14.5% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |