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| Provider | Service type | Compensation |
|---|---|---|
LAZARD ASSET MANAGEMENT2 years Filed as: LAZARD LTD Service code 21 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Bank Trustee | $150,523 |
THE SEGAL COMPANY4+ years Filed as: SEGAL ROGER CASEY Service code 27 · EIN 13-2646110 116 HUNTINGTON AVENUE · BOSTON, MA 021165744 | Advisory (Plan) | $29,000 |
THE SEGAL COMPANY1 year Service code 11 PO BOX 4059 · NEW YORK, NY 102614059 | Actuarial | $20,188 |
STATE STREET GLOBAL ADVISORS4+ years Service code 21 · EIN 04-1867445 ONE LINCOLN STREET · BOSTON, MA 02111 | Bank Trustee | $18,200 |
WARD FISHER & COMPANY4+ years Filed as: WARD FISHER & COMPANY, LLP Service code 10 · EIN 05-0234540 250C CENTERVILLE RD · WARWICK, RI 02886 | Accounting | $15,850 |
KIERNAN PLUNKETT & REDIHAN3 years Filed as: KIERNAN PLUNKETT & REDIHAN LLC Service code 29 · EIN 06-1487112 91 FRIENDSHIP ST · PROVIDENCE, RI 02903 | Legal | $12,500 |
THE BANK OF NEW YORK MELLON4+ 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) | $7,969 |
THE SEGAL COMPANY4+ years Filed as: SEGAL ADVISORS INC. Service code 16 · EIN 13-1835864 116 HUNTINGTON AVENUE · BOSTON, MA 021165744 | Consulting | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $108,944 | $56,443+93.0% | $83,831+30.0% | $55,725+95.5% |
| Participation rate | 99.7% | 72.0%+27.7pp | 76.1%+23.5pp | 70.9%+28.8pp |
| Annual return | -2.30% | 393.67%-396.0pp | 850.99%-853.3pp | 244.93%-247.2pp |
| Employer contribution / active EE | $8,712 | $2,682+224.9% | $3,631+139.9% | $2,078+319.2% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $522 | $156+234.4% | $5,479-90.5% | $115+353.6% |