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| Provider | Service type | Compensation |
|---|---|---|
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD FRERES Service code 21 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Bank Trustee | $127,201 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGER CASEY Service code 27 · EIN 13-2646110 116 HUNTINGTON AVENUE · BOSTON, MA 021165744 | Advisory (Plan) | $20,000 |
STATE STREET GLOBAL ADVISORS1+ years Service code 21 · EIN 04-1867445 ONE LINCOLN STREET · BOSTON, MA 02111 | Bank Trustee | $14,987 |
WARD FISHER & COMPANY1+ years Filed as: WARD FISHER & COMPANY, LLP Service code 10 · EIN 05-0234540 250C CENTERVILLE RD · WARWICK, RI 02886 | Accounting | $13,500 |
JACKVONY & JACKVONY1+ years Service code 29 · EIN 06-1487112 126 FORESTWOOD DRIVE · NORTH PROVIDENCE, RI 02904 | Legal | $10,000 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS INC. Service code 16 · EIN 13-1835864 116 HUNTINGTON AVENUE · BOSTON, MA 021165744 | Consulting | $9,975 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 18 · EIN 94-1687665 MAIL CODE NJ6-503-03-16 · GLEN ROCK, NJ 07452 | Custodial (other than securities) | $6,534 |
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 | $50,498-100.0% | $75,784-100.0% | $55,191-100.0% |
| Participation rate | 0.0% | 69.4%-69.4pp | 75.8%-75.8pp | 69.2%-69.2pp |
| Annual return | 0.66% | 1.80%-1.1pp | 9.68%-9.0pp | 10.78%-10.1pp |
| Employer contribution / active EE | $7,528 | $2,291+228.6% | $3,323+126.5% | $1,899+296.5% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $5,300-100.0% | $91-100.0% |