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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 24 · EIN 13-4994650 270 PARK AVENUE 7TH FLOOR · NEW YORK, NY 10017 | Discretionary Trustee | $127,062 |
LOOMIS SAYLES9+ years Service code 51 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $69,655 |
ZENITH AMERICAN SOLUTIONS7 years Filed as: ZENITH AMERICAN Service code 13 · EIN 52-1590516 P.O. BOX 5817 · WALLINGFORD, CT 06492 | Contract Administrator | $58,884 |
ROBERT CHEVERIE9+ 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 |
SUMMIT FINANCIAL CORPORATION5 years Filed as: SUMMIT ACTUARIAL SERVICES LLC Service code 11 11 RACQUET ROAD · NEWBURGH, NY 12250 | Actuarial | $47,500 |
WELLINGTON TRUST COMPANY9+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Mgmt Fees | $47,409 |
THE SEGAL COMPANY7 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 | $30,046 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 116 HUNTINGTON AVE, 8TH FLOOR · BOSTON, MA 02116 | Actuarial | $30,000 |
Service code 10 · EIN 47-2517893 234 CHURCH STREET · NEW HAVEN, CT 06510 | Accounting | $22,215 |
NOVAK FRANCELLA LLC5 years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 255 ROUTE 80 · KILLINGWORTH, CT 06419 | Accounting | $6,273 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 8.53% | 7.15%+1.4pp | 20.18%-11.6pp | 37.74%-29.2pp |
| Employer contribution / active EE | $22,758 | $13,270+71.5% | $29,108-21.8% | $15,788+44.1% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |