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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO, NA Service code 15 · EIN 94-1347393 211 MAIN ST 2ND FLOOR · ANSONIA, CT 06401 | Recordkeeping | $87,739 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 24 · EIN 13-4994650 270 PARK AVENUE 7TH FLOOR · NEW YORK, NY 10017 | Discretionary Trustee | $65,492 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Mgmt Fees | $59,354 |
ROBERT CHEVERIE3+ 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 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 116 HUNTINGTON AVE, 8TH FLOOR · BOSTON, MA 02116 | Actuarial | $50,579 |
Filed as: ZENITH AMERICAN Service code 13 · EIN 06-0811449 P.O. BOX 5817 · WALLINGFORD, CT 06492 | Contract Administrator | $49,390 |
Service code 10 · EIN 47-2517893 234 CHURCH STREET · NEW HAVEN, CT 06510 | Accounting | $19,970 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICE, INC Service code 53 · EIN 13-2646110 333 WEST 34TH STREET, 2ND FLOOR · NEW YORK, NY 10001 | Insurance Commissions | $6,719 |
Filed as: BUCKLEY, FRAME, BOUDREAU, PC Service code 10 · EIN 06-0931761 116 WASHINGTON AVENUE 9 · NORTH HAVEN, CT 06473 | Accounting | $6,014 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 13.37% | 11.78%+1.6pp | 8.32%+5.0pp | 23.90%-10.5pp |
| Employer contribution / active EE | $16,862 | $11,309+49.1% | $30,793-45.2% | $16,539+2.0% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |