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| Provider | Service type | Compensation |
|---|---|---|
COLUMBIA2 years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 41-1533211 | Investment Management | $126,736 |
WRIGHT INVESTORS SERVICE10+ years Filed as: WRIGHT INVESTORS Service code 28 · EIN 06-0700978 | Investment Management | $104,705 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1928058 | Actuarial | $56,716 |
BRESCIAS PRINTING SERVICE6 years Filed as: BRESCIA PRINTING SERVICES Service code 13 · EIN 06-1188287 | Contract Administrator | $53,392 |
WEBSTER BANK10+ years Service code 18 · EIN 06-0273620 | Direct payment from the plan; Custodi... | $39,018 |
AGILIS PARTNERS LLC2 years Filed as: AGILIS PARTNERS, LLC Service code 28 · EIN 04-3513306 | Investment Management | $30,667 |
REID & RIEGE, P.C.7 years Filed as: REID & REIGE, P.C. Service code 29 · EIN 06-0867204 | Legal | $25,808 |
NOVAK FRANCELLA LLC7 years Service code 10 · EIN 61-1436956 | Accounting | $14,367 |
AMALGAMATED2 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 15 · EIN 13-3432221 | Recordkeeping | $6,521 |
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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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 8.72% | 11.01%-2.3pp | 8.10%+0.6pp | 7.65%+1.1pp |
| Employer contribution / active EE | $11,896 | $13,413-11.3% | $28,649-58.5% | $20,582-42.2% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |