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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY5+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1928058 116 HUNTINGTON AVE · BOSTON, MA 02116 | Actuarial | $217,250 |
THE SEGAL COMPANY3 years Filed as: SEGAL MACRO ADVISORS INC Service code 20 · EIN 13-2646110 116 HUNTINGTON AVE · BOSTON, MA 02116 | Trustee (individual) | $73,198 |
AETNA LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 06-6033492 151 FARMINGTON AVENUE · HARTFORD, CT 06156 | Contract Administrator | $44,268 |
WARD FISHER & COMPANY5+ years Filed as: WARD FISHER & COMPANY LLP Service code 10 · EIN 05-0234540 250C CENTERVILLE RD · WARWICK, RI 02886 | Accounting | $20,100 |
KIERNAN PLUNKETT & REDIHAN4+ years Service code 22 · EIN 06-1487112 91 FRIENDSHIP ST · PROVIDENCE, RI 02903 | Insurance Broker | $12,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor 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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 15.86% | 10.27%+5.6pp | 10.56%+5.3pp | 53.27%-37.4pp |
| Employer contribution / active EE | $17,357 | $12,273+41.4% | $30,197-42.5% | $14,774+17.5% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |