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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 24 · EIN 13-4994650 270 PARK AVENUE 7TH FLOOR · NEW YORK, NY 10017 | Discretionary Trustee | $102,312 |
LOOMIS SAYLES6+ years Service code 51 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $72,772 |
ROBERT CHEVERIE6+ years Filed as: ROBERT CHEVERIE & ASSOCIATES Service code 29 · EIN 06-1335139 333 EAST RIVER DRIVE, SUITE 101 · EAST HARTFORD, CT 06108 | Legal | $61,100 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Mgmt Fees | $54,352 |
ZENITH AMERICAN SOLUTIONS4 years Filed as: ZENITH AMERICAN Service code 13 · EIN 52-1590516 P.O. BOX 5817 · WALLINGFORD, CT 06492 | Contract Administrator | $53,898 |
SUMMIT FINANCIAL CORPORATION2 years Filed as: SUMMIT ACTUARIAL SERVICES LLC Service code 11 11 RACQUET ROAD · NEWBURGH, NY 12250 | Actuarial | $47,500 |
THE SEGAL COMPANY4 years 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 | $34,090 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 116 HUNTINGTON AVE, 8TH FLOOR · BOSTON, MA 02116 | Actuarial | $30,000 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO, NA Service code 15 · EIN 94-1347393 211 MAIN ST 2ND FLOOR · ANSONIA, CT 06401 | Recordkeeping | $21,958 |
Service code 10 · EIN 47-2517893 234 CHURCH STREET · NEW HAVEN, CT 06510 | Accounting | $20,795 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 12.35% | 6.41%+5.9pp | 8.01%+4.3pp | 11.45%+0.9pp |
| Employer contribution / active EE | $18,361 | $11,592+58.4% | $29,475-37.7% | $17,219+6.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |