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| Provider | Service type | Compensation |
|---|---|---|
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD LTD Service code 21 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Bank Trustee | $139,669 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ROGER CASEY Service code 27 · EIN 13-2646110 116 HUNTINGTON AVENUE · BOSTON, MA 021165744 | Advisory (Plan) | $29,000 |
STATE STREET GLOBAL ADVISORS3+ years Service code 21 · EIN 04-1867445 ONE LINCOLN STREET · BOSTON, MA 02111 | Bank Trustee | $18,200 |
WARD FISHER & COMPANY3+ years Filed as: WARD FISHER & COMPANY, LLP Service code 10 · EIN 05-0234540 250C CENTERVILLE RD · WARWICK, RI 02886 | Accounting | $14,900 |
KIERNAN PLUNKETT & REDIHAN2 years Filed as: KIERNAN PLUNKETT & REDIHAN LLC Service code 29 · EIN 06-1487112 91 FRIENDSHIP ST · PROVIDENCE, RI 02903 | Legal | $12,500 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ADVISORS INC. Service code 16 · EIN 13-1835864 116 HUNTINGTON AVENUE · BOSTON, MA 021165744 | Consulting | $7,500 |
THE BANK OF NEW YORK MELLON3+ 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) | $6,853 |
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 | $60,545-100.0% | $92,240-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.5%-76.5pp | 70.7%-70.7pp |
| Annual return | 11.48% | 19.71%-8.2pp | 176.29%-164.8pp | 27571.02%-27559.5pp |
| Employer contribution / active EE | $7,735 | $2,633+193.8% | $3,680+110.2% | $2,032+280.7% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |