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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 25 BRAINTREE HILL OFFICE PARK, SUIT · BRAINTREE, MA 02184 | Advisory (Plan) | $168,750 |
Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 06-0811449 10 TECHNOLOGY DRIVE · WALLINGFORD, CT 06492 | Contract Administrator | $52,800 |
THE SAVITZ ORGANIZATION3+ years Filed as: SAVITZ Service code 11 · EIN 26-1371674 75 SECOND AVE, SUITE 605 · NEEDHAM, MA 02494 | Actuarial | $36,000 |
Filed as: BEERS, HAMERMAN, COHEN & BURGER PC Service code 10 · EIN 47-2517893 234 CHURCH STREET · NEW HAVEN, CT 06535 | Accounting | $18,500 |
BARBARA COLLINS3+ years Service code 29 · EIN 06-1153953 557 PROSPECT AVENUE, 1ST FLOOR · HARTFORD, CT 06105 | Legal | $7,358 |
COMERICA BANK3+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 411 W. LAFAYETTE · DETROIT, MI 48226 | Securities Custodian | $0 |
HAMILTON LANE ADVISORS, LLC3+ years Service code 52 · EIN 23-2962336 ONE PRESIDENTIAL BLVD · BALA CYNWYD, PA 19004 | Indirect Investment Fees | $0 |
THE PAWSON GROUP2 years Service code 53 | Insurance Commissions | $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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 11.85% | 12.40%-0.6pp | 10.16%+1.7pp | 23.90%-12.0pp |
| Employer contribution / active EE | $5,707 | $8,748-34.8% | $33,192-82.8% | $16,539-65.5% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |