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| Provider | Service type | Compensation |
|---|---|---|
INCOME RESEARCH & MANAGEMENT4+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 100 FEDERAL STREET · BOSTON, MA 02110 | Investment Management | $34,433 |
Filed as: PYRAMIS GLOBAL ADVISORS Service code 28 · EIN 20-1733361 | Investment Management | $26,605 |
THE SEGAL COMPANY4+ years Filed as: SEGAL ADVISORS, INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $20,000 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-0413995 | Actuarial | $16,750 |
CALIBRE CPA GROUP PLLC4+ years Service code 10 · EIN 47-0900880 | Accounting | $16,500 |
ADP BROKER-DEALER4+ years Filed as: AUTOMATIC DATA PROCESSING Service code 15 | Recordkeeping | $7,727 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,244-100.0% | $161,646-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 2.8%-2.8pp |
| Annual return | 2.58% | 12.11%-9.5pp | 12.93%-10.3pp | 16.32%-13.7pp |
| Employer contribution / active EE | $9,402 | $18,276-48.6% | $35,210-73.3% | $17,007-44.7% |
| Participant deferral / active EE | $0 | $1,114-100.0% | $458-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $4,659-100.0% | $127-100.0% |