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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HARRIS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3673844 | Investment Management | $137,609 |
WRIGHT INVESTORS SERVICE1+ years Filed as: WRIGHT INVESTORS Service code 28 · EIN 06-0700978 | Investment Management | $101,743 |
Filed as: PRUDENTIAL FINANCIAL Service code 12 · EIN 06-1050034 | Direct payment from the plan; Claims ... | $88,069 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1928058 | Actuarial | $52,455 |
BRESCIAS PRINTING SERVICE1+ years Filed as: BRESCIA PRINTING Service code 13 · EIN 06-1188287 | Contract Administrator | $42,716 |
WEBSTER BANK1+ years Service code 18 · EIN 06-0273620 | Custodial (other than securities); Cu... | $40,363 |
REID & RIEGE, P.C.1+ years Service code 29 · EIN 06-0867204 | Legal | $15,100 |
PSOLVE1+ years Service code 27 · EIN 04-3513306 | Advisory (Plan) | $15,000 |
Service code 10 · EIN 06-0931761 | Accounting | $10,989 |
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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 | $211,396-100.0% | $115,244-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 4.3%-4.3pp |
| Annual return | -0.67% | -1.83%+1.2pp | -1.61%+0.9pp | 2.81%-3.5pp |
| Employer contribution / active EE | $9,082 | $9,208-1.4% | $30,840-70.6% | $16,358-44.5% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,433-100.0% | $1,639-100.0% |