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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 24 · EIN 13-4994650 270 PARK AVENUE 7TH FLOOR · NEW YORK, NY 10017 | Discretionary Trustee | $127,150 |
LOOMIS SAYLES8+ years Service code 51 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $73,190 |
ZENITH AMERICAN SOLUTIONS6 years Filed as: ZENITH AMERICAN Service code 13 · EIN 52-1590516 P.O. BOX 5817 · WALLINGFORD, CT 06492 | Contract Administrator | $58,884 |
ROBERT CHEVERIE8+ 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 |
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Mgmt Fees | $47,711 |
SUMMIT FINANCIAL CORPORATION4 years Filed as: SUMMIT ACTUARIAL SERVICES LLC Service code 11 11 RACQUET ROAD · NEWBURGH, NY 12250 | Actuarial | $47,500 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 116 HUNTINGTON AVE, 8TH FLOOR · BOSTON, MA 02116 | Actuarial | $30,000 |
THE SEGAL COMPANY6 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 | $28,989 |
Service code 10 · EIN 47-2517893 234 CHURCH STREET · NEW HAVEN, CT 06510 | Accounting | $21,895 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO, NA Service code 15 · EIN 94-1347393 211 MAIN ST 2ND FLOOR · ANSONIA, CT 06401 | Recordkeeping | $6,450 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -12.80% | -8.26%-4.5pp | -5.85%-7.0pp | 2.77%-15.6pp |
| Employer contribution / active EE | $24,306 | $12,543+93.8% | $31,839-23.7% | $15,262+59.3% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |