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| Provider | Service type | Compensation |
|---|---|---|
WRIGHT INVESTORS SERVICE5+ years Filed as: WRIGHT INVESTORS Service code 28 · EIN 06-0700978 | Investment Management | $120,066 |
Filed as: PRUDENTIAL FINANCIAL Service code 12 · EIN 06-1050034 | Direct payment from the plan; Contrac... | $113,933 |
BMO HARRIS BANK NA2 years Filed as: BMO ASSET MANAGEMENT CO. Service code 28 · EIN 36-3673844 | Investment Management | $101,073 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1928058 | Actuarial | $46,132 |
Filed as: BRESCIA PRINTING SERVICES Service code 13 · EIN 06-1188287 | Contract Administrator | $45,248 |
WEBSTER BANK5+ years Service code 18 · EIN 06-0273620 | Custodial (securities); Direct paymen... | $44,555 |
RIVER AND MERCANTILE LLC2 years Filed as: RIVER AND MERCANTILE ASSET MGMT Service code 28 · EIN 32-0400644 | Investment Management | $30,000 |
REID & RIEGE, P.C.2 years Filed as: REID & REIGE, P.C. Service code 29 · EIN 06-0867204 | Legal | $19,565 |
NOVAK FRANCELLA LLC2 years Service code 10 · EIN 61-1436956 | Accounting | $11,806 |
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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 | $46,244-100.0% | $362,723-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 2.8%-2.8pp |
| Annual return | 12.59% | 11.52%+1.1pp | 10.56%+2.0pp | 16.32%-3.7pp |
| Employer contribution / active EE | $9,251 | $11,821-21.7% | $30,197-69.4% | $17,007-45.6% |
| Participant deferral / active EE | $0 | $406-100.0% | $33-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,168-100.0% | $127-100.0% |