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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY6+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1928058 116 HUNTINGTON AVE · BOSTON, MA 02116 | Actuarial | $219,959 |
THE SEGAL COMPANY4 years Filed as: SEGAL MACRO ADVISORS INC Service code 20 · EIN 13-2646110 116 HUNTINGTON AVE · BOSTON, MA 02116 | Trustee (individual) | $102,554 |
AETNA LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 06-6033492 151 FARMINGTON AVENUE · HARTFORD, CT 06156 | Contract Administrator | $43,288 |
WARD FISHER & COMPANY6+ years Filed as: WARD FISHER & COMPANY LLP Service code 10 · EIN 05-0234540 250C CENTERVILLE RD · WARWICK, RI 02886 | Accounting | $20,100 |
KIERNAN PLUNKETT & REDIHAN5 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 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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 6.11% | 6.41%-0.3pp | 8.01%-1.9pp | 11.45%-5.3pp |
| Employer contribution / active EE | $17,842 | $11,592+53.9% | $29,475-39.5% | $17,219+3.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |