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| Provider | Service type | Compensation |
|---|---|---|
LAZARD ASSET MANAGEMENT5 years Filed as: LAZARD LTD Service code 21 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Bank Trustee | $115,496 |
THE SEGAL COMPANY7+ years Filed as: SEGAL ROGER CASEY Service code 27 · EIN 13-2646110 116 HUNTINGTON AVENUE · BOSTON, MA 021165744 | Advisory (Plan) | $29,000 |
WARD FISHER & COMPANY7+ years Filed as: WARD FISHER & COMPANY, LLP Service code 10 · EIN 05-0234540 250C CENTERVILLE RD · WARWICK, RI 02886 | Accounting | $19,800 |
STATE STREET GLOBAL ADVISORS7+ years Service code 21 · EIN 04-1867445 ONE LINCOLN STREET · BOSTON, MA 02111 | Bank Trustee | $18,049 |
KIERNAN PLUNKETT & REDIHAN6 years Filed as: KIERNAN PLUNKETT & REDIHAN LLC Service code 29 · EIN 06-1487112 91 FRIENDSHIP ST · PROVIDENCE, RI 02903 | Legal | $14,500 |
THE SEGAL COMPANY7+ 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 MELLON7+ 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) | $6,023 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $78,275-100.0% | $109,173-100.0% | $86,821-100.0% |
| Participation rate | 0.0% | 73.8%-73.8pp | 75.9%-75.9pp | 72.3%-72.3pp |
| Annual return | 14.25% | 19.14%-4.9pp | 25.75%-11.5pp | 97.94%-83.7pp |
| Employer contribution / active EE | $7,810 | $3,105+151.5% | $3,723+109.8% | $2,406+224.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,755-100.0% | $170-100.0% |