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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 25 BRAINTREE HILL OFFICE PARK, SUIT · BRAINTREE, MA 02184 | Advisory (Plan) | $225,000 |
ZENITH AMERICAN SOLUTIONS3 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 06-0811449 10 TECHNOLOGY DRIVE · WALLINGFORD, CT 06492 | Contract Administrator | $56,225 |
THE SAVITZ ORGANIZATION5+ years Filed as: SAVITZ Service code 11 · EIN 26-1371674 75 SECOND AVE, SUITE 605 · NEEDHAM, MA 02494 | Actuarial | $43,250 |
Filed as: BEERS, HAMERMAN, COHEN & BURGER PC Service code 10 · EIN 47-2517893 234 CHURCH STREET · NEW HAVEN, CT 06535 | Accounting | $19,000 |
COMERICA BANK5+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 411 W. LAFAYETTE · DETROIT, MI 48226 | Securities Custodian | $16,038 |
BARBARA COLLINS5+ years Service code 29 · EIN 06-1153953 557 PROSPECT AVENUE, 1ST FLOOR · HARTFORD, CT 06105 | Legal | $6,840 |
ANGELO GORDON1 year Filed as: ANGELO, GORDON & CO Service code 52 · EIN 13-3478879 245 PARK AVENUE 25TH FLOOR · NEW YORK, NY 10167 | Indirect Investment Fees | $0 |
HAMILTON LANE ADVISORS, LLC5+ years Service code 52 · EIN 23-2962336 ONE PRESIDENTIAL BLVD, 4TH FLOOR · BALA CYNWYD, PA 19004 | Indirect Investment Fees | $0 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 15.24% | 15.61%-0.4pp | 20.73%-5.5pp | 53.27%-38.0pp |
| Employer contribution / active EE | $5,128 | $10,773-52.4% | $36,503-86.0% | $14,774-65.3% |
| Participant deferral / active EE | $1,263 | $68+1757.6% | $77+1532.6% | $1,259+0.4% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |