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| Provider | Service type | Compensation |
|---|---|---|
LAZARD ASSET MANAGEMENT6 years Filed as: LAZARD LTD Service code 21 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Bank Trustee | $113,472 |
THE SEGAL COMPANY8+ 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 ADVISORS8+ years Service code 21 · EIN 04-1867445 ONE LINCOLN STREET · BOSTON, MA 02111 | Bank Trustee | $24,270 |
WARD FISHER & COMPANY8+ years Filed as: WARD FISHER & COMPANY, LLP Service code 10 · EIN 05-0234540 250C CENTERVILLE RD · WARWICK, RI 02886 | Accounting | $21,500 |
THE BANK OF NEW YORK MELLON8+ 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) | $15,479 |
KIERNAN PLUNKETT & REDIHAN7 years Filed as: KIERNAN PLUNKETT & REDIHAN LLC Service code 29 · EIN 06-1487112 91 FRIENDSHIP ST · PROVIDENCE, RI 02903 | Legal | $14,500 |
THE SEGAL COMPANY8+ 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,570 | $106,236-1.6% | $112,263-6.9% | $64,824+61.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -13.48% | -6.02%-7.5pp | 27.49%-41.0pp | 32.84%-46.3pp |
| Employer contribution / active EE | $9,289 | $3,167+193.3% | $3,636+155.5% | $2,507+270.5% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $360 | $452-20.3% | $6,410-94.4% | $188+91.6% |