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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HARRIS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3673844 | Investment Management | $151,179 |
Filed as: PRUDENTIAL FINANCIAL Service code 12 · EIN 06-1050034 | Claims processing; Direct payment fro... | $108,828 |
WRIGHT INVESTORS SERVICE3+ years Filed as: WRIGHT INVESTORS Service code 28 · EIN 06-0700978 | Investment Management | $101,177 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1928058 | Actuarial | $55,104 |
BRESCIAS PRINTING SERVICE3+ years Filed as: BRESCIA PRINTING Service code 13 · EIN 06-1188287 | Contract Administrator | $43,647 |
WEBSTER BANK3+ years Service code 18 · EIN 06-0273620 | Direct payment from the plan; Custodi... | $40,817 |
PSOLVE3+ years Service code 27 · EIN 04-3513306 | Advisory (Plan) | $30,000 |
REID & RIEGE, P.C.3+ years Service code 29 · EIN 06-0867204 | Legal | $19,231 |
Service code 10 · EIN 06-0931761 | Accounting | $11,478 |
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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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 9.57% | 11.09%-1.5pp | 8.32%+1.3pp | 13.95%-4.4pp |
| Employer contribution / active EE | $8,786 | $10,980-20.0% | $30,793-71.5% | $16,598-47.1% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |