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| Provider | Service type | Compensation |
|---|---|---|
INCOME RESEARCH & MANAGEMENT3+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 100 FEDERAL STREET · BOSTON, MA 02110 | Investment Management | $46,000 |
Filed as: PYRAMIS GLOBAL ADVISORS Service code 28 · EIN 20-1733361 | Investment Management | $26,000 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ADVISORS, INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $20,000 |
CALIBRE CPA GROUP PLLC3+ years Service code 10 · EIN 47-0900880 | Accounting | $15,800 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-0413995 | Actuarial | $15,000 |
ADP BROKER-DEALER3+ years Filed as: AUTOMATIC DATA PROCESSING Service code 15 | Recordkeeping | $8,142 |
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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 | $9,193-100.0% | $145,218-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 20.5%-20.5pp | 4.7%-4.7pp |
| Annual return | 6.92% | -0.95%+7.9pp | -0.67%+7.6pp | -0.69%+7.6pp |
| Employer contribution / active EE | $26,923 | $18,555+45.1% | $31,731-15.2% | $16,786+60.4% |
| Participant deferral / active EE | $0 | $1,384-100.0% | $473-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0-100.0% | $28,383-100.0% | $124-100.0% |