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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS8+ years Filed as: SEI Service code 21 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Bank Trustee | $1,251,873 |
Service code 14 · EIN 06-1542648 1155 SILAS DEANE HIGHWAY · WETHERSFIELD, CT 06109 | Plan Administrator | $277,761 |
THE SEGAL COMPANY4 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 30 WATERSIDE DRIVE, SUITE 300 · FARMINGTON, CT 06032 | Actuarial | $114,372 |
HOLM & O'HARA8+ years Filed as: HOLM & O'HARA LLP Service code 22 · EIN 13-3591118 3 WEST 35TH STREET, 9TH FLOOR · NEW YORK, NY 10001 | Insurance Broker | $37,654 |
Filed as: BEERS, HAMERMAN, COHEN & BURGER Service code 10 · EIN 47-2517893 234 CHURCH STREET, 14TH FLOOR · NEW HAVEN, CT 06437 | Accounting | $32,500 |
ROBERT CHEVERIE8+ years Filed as: CHEVERIE & ASSOCS Service code 22 · EIN 06-1335139 333 EAST RIVER DRIVE, SUITE 101 · EAST HARTFORD, CT 06108 | Insurance Broker | $28,200 |
NOVAK FRANCELLA LLC5 years Service code 10 · EIN 61-1436956 | Accounting | $12,199 |
THE SEGAL COMPANY5 years Filed as: SEGAL SELECT INSURANCE SERVICES,INC Service code 53 | Insurance Commissions | $6,092 |
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Annual investment return 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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | -5.03% | 7.15%-12.2pp | 20.18%-25.2pp | 37.77%-42.8pp |
| Employer contribution / active EE | $13,866 | $13,270+4.5% | $29,108-52.4% | $15,798-12.2% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |