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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO, NA Service code 15 · EIN 94-1347393 211 MAIN ST 2ND FLOOR · ANSONIA, CT 06401 | Recordkeeping | $73,010 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 24 · EIN 13-4994650 270 PARK AVENUE 7TH FLOOR · NEW YORK, NY 10017 | Discretionary Trustee | $72,980 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 116 HUNTINGTON AVE, 8TH FLOOR · BOSTON, MA 02116 | Actuarial | $69,916 |
ROBERT CHEVERIE1+ years Filed as: ROBERT CHEVERIE & ASSOCIATES Service code 29 · EIN 06-1335139 333 EAST RIVER DRIVE, SUITE 101 · EAST HARTFORD, CT 06108 | Legal | $66,565 |
LOOMIS SAYLES1+ years Service code 51 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $62,739 |
INSURANCE PROGRAMMERS, INC.1+ years Filed as: INSURANCE PROGRAMMERS, INC Service code 13 · EIN 06-0811449 10 TECHNOLOGY DRIVE · WALLINGFORD, CT 06492 | Contract Administrator | $54,115 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Mgmt Fees | $51,944 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASY Service code 51 · EIN 13-2646110 333 WEST 34TH STREET, 2ND FLOOR · NEW YORK, NY 10001 | Investment Mgmt Fees | $30,000 |
Service code 10 · EIN 47-2517893 234 CHURCH STREET · NEW HAVEN, CT 06510 | Accounting | $18,695 |
Filed as: BUCKLEY, FRAME, BOUDREAU, PC Service code 10 · EIN 06-0931761 116 WASHINGTON AVENUE 9 · NORTH HAVEN, CT 06473 | Accounting | $6,462 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | -0.39% | 0.68%-1.1pp | -1.61%+1.2pp | -0.60%+0.2pp |
| Employer contribution / active EE | $16,587 | $10,568+57.0% | $30,840-46.2% | $12,272+35.2% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |