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| Provider | Service type | Compensation |
|---|---|---|
LAZARD ASSET MANAGEMENT4 years Filed as: LAZARD LTD Service code 21 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Bank Trustee | $79,097 |
THE SEGAL COMPANY6+ 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 ADVISORS6+ years Service code 21 · EIN 04-1867445 ONE LINCOLN STREET · BOSTON, MA 02111 | Bank Trustee | $22,257 |
WARD FISHER & COMPANY6+ years Filed as: WARD FISHER & COMPANY, LLP Service code 10 · EIN 05-0234540 250C CENTERVILLE RD · WARWICK, RI 02886 | Accounting | $17,900 |
KIERNAN PLUNKETT & REDIHAN5 years Filed as: KIERNAN PLUNKETT & REDIHAN LLC Service code 29 · EIN 06-1487112 91 FRIENDSHIP ST · PROVIDENCE, RI 02903 | Legal | $14,500 |
THE SEGAL COMPANY6+ 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 MELLON6+ 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) | $7,026 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,517-100.0% | $101,275-100.0% | $73,412-100.0% |
| Participation rate | 0.0% | 73.8%-73.8pp | 75.8%-75.8pp | 72.2%-72.2pp |
| Annual return | 11.72% | 17.17%-5.4pp | 46.48%-34.8pp | 59.30%-47.6pp |
| Employer contribution / active EE | $7,805 | $2,877+171.3% | $3,660+113.3% | $2,234+249.4% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,948-100.0% | $158-100.0% |