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| Provider | Service type | Compensation |
|---|---|---|
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD LTD Service code 21 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Bank Trustee | $158,998 |
THE SEGAL COMPANY5+ 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 ADVISORS5+ years Service code 21 · EIN 04-1867445 ONE LINCOLN STREET · BOSTON, MA 02111 | Bank Trustee | $20,194 |
WARD FISHER & COMPANY5+ years Filed as: WARD FISHER & COMPANY, LLP Service code 10 · EIN 05-0234540 250C CENTERVILLE RD · WARWICK, RI 02886 | Accounting | $16,800 |
KIERNAN PLUNKETT & REDIHAN4+ years Filed as: KIERNAN PLUNKETT & REDIHAN LLC Service code 29 · EIN 06-1487112 91 FRIENDSHIP ST · PROVIDENCE, RI 02903 | Legal | $12,500 |
THE SEGAL COMPANY2 years Service code 11 PO BOX 4059 · NEW YORK, NY 102614059 | Actuarial | $7,659 |
THE SEGAL COMPANY5+ 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 MELLON5+ 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) | $6,240 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,879 | $66,601+74.0% | $92,893+24.7% | $67,579+71.5% |
| Participation rate | 99.7% | 72.5%+27.2pp | 76.0%+23.7pp | 71.3%+28.5pp |
| Annual return | 18.38% | 92.58%-74.2pp | 109.41%-91.0pp | 378.56%-360.2pp |
| Employer contribution / active EE | $8,313 | $2,775+199.5% | $3,653+127.6% | $2,148+287.0% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $479 | $199+141.0% | $5,794-91.7% | $142+236.8% |