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| Provider | Service type | Compensation |
|---|---|---|
MARCO CONSULTING GROUP1+ years Service code 17 · EIN 36-3555078 25 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184 | Pension Consulting | $281,250 |
THE SAVITZ ORGANIZATION1+ years Filed as: SAVITZ Service code 11 · EIN 26-1371674 75 SECOND AVE, SUITE 605 · NEEDHAM, MA 02494 | Actuarial | $61,850 |
INSURANCE PROGRAMMERS, INC.1+ years Filed as: INSURANCE PROGRAMMERS Service code 13 · EIN 06-0811449 10 TECHNOLOGY DRIVE · WALLINGFORD, CT 06492 | Contract Administrator | $50,308 |
Filed as: BEERS, HAMERMAN, COHEN & BURGER PC Service code 10 · EIN 47-2517893 234 CHURCH STREET · NEW HAVEN, CT 06535 | Accounting | $17,500 |
COMERICA BANK1+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 411 W. LAFAYETTE · DETROIT, MI 48226 | Securities Custodian | $9,250 |
BARBARA COLLINS1+ years Service code 29 · EIN 06-1153953 557 PROSPECT AVENUE, 1ST FLOOR · HARTFORD, CT 06105 | Legal | $8,888 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN CORE REALTY FUND Service code 28 · EIN 33-0123114 801 NORTH BRAND BOULEVARD · GLENDALE, CA 91203 | Investment Management | $0 |
HAMILTON LANE ADVISORS, LLC1+ years Service code 52 · EIN 23-2962336 ONE PRESIDENTIAL BLVD · BALA CYNWYD, PA 19004 | Indirect Investment Fees | $0 |
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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% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -0.47% | -0.96%+0.5pp | -2.01%+1.5pp | -0.60%+0.1pp |
| Employer contribution / active EE | $5,393 | $6,828-21.0% | $34,453-84.3% | $12,272-56.1% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |