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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1 year Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 116 HUNTINGTON AVENUE · BOSTON, MA 021165744 | Advisory (Plan) | $127,680 |
WARD FISHER & COMPANY11+ years Filed as: WARD FISHER & COMPANY, LLP Service code 10 · EIN 05-0234540 250C CENTERVILLE RD · WARWICK, RI 02886 | Accounting | $29,600 |
THE SEGAL COMPANY11+ years Filed as: SEGAL ADVISORS INC. Service code 16 · EIN 13-1835864 116 HUNTINGTON AVENUE · BOSTON, MA 021165744 | Consulting | $21,123 |
KIERNAN PLUNKETT & REDIHAN10+ years Filed as: KIERNAN PLUNKETT & REDIHAN LLC Service code 29 · EIN 06-1487112 91 FRIENDSHIP ST · PROVIDENCE, RI 02903 | Legal | $14,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $105,028-100.0% | $107,187-100.0% | $100,573-100.0% |
| Participation rate | 0.0% | 81.2%-81.2pp | 75.0%-75.0pp | 70.9%-70.9pp |
| Annual return | 12.06% | 10.61%+1.4pp | 204.55%-192.5pp | 18.89%-6.8pp |
| Employer contribution / active EE | $9,505 | $5,641+68.5% | $3,782+151.3% | $3,763+152.6% |
| Participant deferral / active EE | $0 | $2,685-100.0% | $5,096-100.0% | $4,921-100.0% |
| Admin fee / account holder | $0 | $355-100.0% | $9,162-100.0% | $454-100.0% |