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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1928058 116 HUNTINGTON AVE · BOSTON, MA 02116 | Actuarial | $149,122 |
THE SEGAL COMPANY2 years Filed as: SEGAL MACRO ADVISORS INC Service code 20 · EIN 13-2646110 116 HUNTINGTON AVE · BOSTON, MA 02116 | Trustee (individual) | $68,306 |
STATE STREET GLOBAL ADVISORS4+ years Service code 21 · EIN 04-1867445 17 DARTMOUTH ROAD · PLYMOUTH, MA 02360 | Bank Trustee | $47,786 |
AETNA LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 06-6033492 151 FARMINGTON AVENUE · HARTFORD, CT 06156 | Contract Administrator | $46,497 |
WARD FISHER & COMPANY4+ years Filed as: WARD FISHER & COMPANY LLP Service code 10 · EIN 05-0234540 250C CENTERVILLE RD · WARWICK, RI 02886 | Accounting | $17,400 |
KIERNAN PLUNKETT & REDIHAN3 years Service code 22 · EIN 06-1487112 91 FRIENDSHIP ST · PROVIDENCE, RI 02903 | Insurance Broker | $12,500 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -4.16% | 4.25%-8.4pp | -752.26%+748.1pp | 0.19%-4.4pp |
| Employer contribution / active EE | $16,655 | $11,906+39.9% | $31,802-47.6% | $13,763+21.0% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |