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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1928058 116 HUNTINGTON AVE · BOSTON, MA 02116 | Actuarial | $60,904 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS INC Service code 20 · EIN 13-2646110 116 HUNTINGTON AVE · BOSTON, MA 02116 | Trustee (individual) | $45,000 |
STATE STREET GLOBAL ADVISORS2+ years Service code 21 · EIN 04-1867445 17 DARTMOUTH ROAD · PLYMOUTH, MA 02360 | Bank Trustee | $41,962 |
AETNA LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 06-6033492 151 FARMINGTON AVENUE · HARTFORD, CT 06156 | Contract Administrator | $27,593 |
WARD FISHER & COMPANY2+ years Filed as: WARD FISHER & COMPANY LLP Service code 10 · EIN 05-0234540 250C CENTERVILLE RD · WARWICK, RI 02886 | Accounting | $15,500 |
Service code 22 · EIN 06-1487112 91 FRIENDSHIP ST · PROVIDENCE, RI 02903 | Insurance Broker | $11,875 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 7.84% | 3.49%+4.3pp | 4.16%+3.7pp | 7.18%+0.7pp |
| Employer contribution / active EE | $15,875 | $11,083+43.2% | $29,966-47.0% | $13,095+21.2% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |