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| Provider | Service type | Compensation |
|---|---|---|
WRIGHT INVESTORS SERVICE6+ years Filed as: WRIGHT INVESTORS Service code 28 · EIN 06-0700978 | Investment Management | $120,928 |
Filed as: PRUDENTIAL FINANCIAL Service code 12 · EIN 06-1050034 | Claims processing; Direct payment fro... | $117,990 |
BMO HARRIS BANK NA3 years Filed as: BMO ASSET MANAGEMENT CO. Service code 28 · EIN 36-3673844 | Investment Management | $95,236 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1928058 | Actuarial | $61,886 |
BRESCIAS PRINTING SERVICE2 years Filed as: BRESCIA PRINTING SERVICES Service code 13 · EIN 06-1188287 | Contract Administrator | $47,570 |
WEBSTER BANK6+ years Service code 18 · EIN 06-0273620 | Direct payment from the plan; Custodi... | $44,877 |
RIVER AND MERCANTILE LLC3 years Filed as: RIVER AND MERCANTILE ASSET MGMT Service code 28 · EIN 32-0400644 | Investment Management | $30,000 |
REID & RIEGE, P.C.3 years Filed as: REID & REIGE, P.C. Service code 29 · EIN 06-0867204 | Legal | $19,168 |
NOVAK FRANCELLA LLC3 years Service code 10 · EIN 61-1436956 | Accounting | $11,787 |
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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 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | 6.37% | 6.95%-0.6pp | 8.01%-1.6pp | 627.08%-620.7pp |
| Employer contribution / active EE | $8,830 | $11,635-24.1% | $29,475-70.0% | $18,824-53.1% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |