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| Provider | Service type | Compensation |
|---|---|---|
WRIGHT INVESTORS SERVICE2+ years Filed as: WRIGHT INVESTORS Service code 28 · EIN 06-0700978 | Investment Management | $101,513 |
Filed as: PRUDENTIAL FINANCIAL Service code 12 · EIN 06-1050034 | Direct payment from the plan; Contrac... | $98,481 |
Filed as: HARRIS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3673844 | Investment Management | $78,666 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1928058 | Actuarial | $53,738 |
BRESCIAS PRINTING SERVICE2+ years Filed as: BRESCIA PRINTING Service code 13 · EIN 06-1188287 | Contract Administrator | $42,819 |
WEBSTER BANK2+ years Service code 18 · EIN 06-0273620 | Custodial (other than securities); Di... | $39,483 |
PSOLVE2+ years Service code 27 · EIN 04-3513306 | Advisory (Plan) | $20,000 |
REID & RIEGE, P.C.2+ years Service code 29 · EIN 06-0867204 | Legal | $13,310 |
Service code 10 · EIN 06-0931761 | Accounting | $12,273 |
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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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 4.51% | 2.79%+1.7pp | 4.16%+0.3pp | 11.88%-7.4pp |
| Employer contribution / active EE | $9,319 | $10,530-11.5% | $29,966-68.9% | $14,612-36.2% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |