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| Provider | Service type | Compensation |
|---|---|---|
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING Service code 27 · EIN 36-3555078 | Advisory (Plan) | $100,000 |
INSURANCE PROGRAMMERS, INC.1+ years Filed as: INSURANCE PROGRAMMERS INC Service code 13 · EIN 06-0811449 | Contract Administrator | $60,561 |
ROBERT CHEVERIE1+ years Filed as: R.CHEVERIE & ASSOC Service code 29 · EIN 06-1335139 | Legal | $59,313 |
THE SAVITZ ORGANIZATION1+ years Filed as: SAVITZ ORGANIZATION OF MASSACHUSETT Service code 11 · EIN 26-1371674 | Actuarial | $41,000 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $28,801 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4922033 | Securities Custodian | $20,000 |
Filed as: BUCKLEY, FRAME, BOUDREAU & CO Service code 10 · EIN 06-0931761 | Accounting | $18,810 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $17,809 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | -0.99% | 0.68%-1.7pp | -1.61%+0.6pp | -0.60%-0.4pp |
| Employer contribution / active EE | $11,112 | $10,568+5.2% | $30,840-64.0% | $12,272-9.5% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |