Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 116 HUNTINGTON AVE, 8TH FLOOR · BOSTON, MA 02116 | Actuarial | $82,559 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO, NA Service code 15 · EIN 94-1347393 211 MAIN ST 2ND FLOOR · ANSONIA, CT 06401 | Recordkeeping | $81,993 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 24 · EIN 13-4994650 270 PARK AVENUE 7TH FLOOR · NEW YORK, NY 10017 | Discretionary Trustee | $81,960 |
LOOMIS SAYLES2+ years Service code 51 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $65,750 |
ROBERT CHEVERIE2+ years Filed as: ROBERT CHEVERIE & ASSOCIATES Service code 29 · EIN 06-1335139 333 EAST RIVER DRIVE, SUITE 101 · EAST HARTFORD, CT 06108 | Legal | $56,400 |
INSURANCE PROGRAMMERS, INC.2+ years Filed as: INSURANCE PROGRAMMERS, INC Service code 13 · EIN 06-0811449 10 TECHNOLOGY DRIVE · WALLINGFORD, CT 06492 | Contract Administrator | $53,880 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Mgmt Fees | $50,154 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS 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 | $19,350 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 8.19% | 3.49%+4.7pp | 4.16%+4.0pp | 7.18%+1.0pp |
| Employer contribution / active EE | $17,605 | $11,083+58.8% | $29,966-41.3% | $13,095+34.4% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |