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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL FINANCIAL Service code 12 · EIN 06-1050034 | Claims processing; Contract Administr... | $112,436 |
WRIGHT INVESTORS SERVICE4+ years Filed as: WRIGHT INVESTORS Service code 28 · EIN 06-0700978 | Investment Management | $110,768 |
BMO HARRIS BANK NA1 year Filed as: BMO ASSET MANAGEMENT CO. Service code 28 · EIN 36-3673844 | Investment Management | $88,949 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1928058 | Actuarial | $49,287 |
BRESCIAS PRINTING SERVICE4+ years Filed as: BRESCIA PRINTING Service code 13 · EIN 06-1188287 | Contract Administrator | $45,826 |
WEBSTER BANK4+ years Service code 18 · EIN 06-0273620 | Custodial (securities); Direct paymen... | $43,462 |
REID & RIEGE, P.C.1 year Filed as: REID & REIGE, P.C. Service code 29 · EIN 06-0867204 | Legal | $28,204 |
PUNTER SOUTHALL & CO.1 year Filed as: PUNTER SOUTHALL LLC (P-SOLVE) Service code 27 · EIN 04-3513306 | Advisory (Plan) | $15,000 |
RIVER AND MERCANTILE LLC1 year Filed as: RIVER AND MERCANTILE ASSET MGMT Service code 28 · EIN 32-0400644 | Investment Management | $15,000 |
NOVAK FRANCELLA LLC1 year Service code 10 · EIN 61-1436956 | Accounting | $12,182 |
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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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | -1.94% | 1.05%-3.0pp | -752.26%+750.3pp | -0.69%-1.3pp |
| Employer contribution / active EE | $7,331 | $11,363-35.5% | $31,802-76.9% | $16,786-56.3% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |