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| Provider | Service type | Compensation |
|---|---|---|
INCOME RESEARCH & MANAGEMENT6+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 100 FEDERAL STREET · BOSTON, MA 02110 | Investment Management | $40,927 |
Filed as: PYRAMIS GLOBAL ADVISORS Service code 28 · EIN 20-1733361 | Investment Management | $20,814 |
THE SEGAL COMPANY6+ years Filed as: SEGAL ADVISORS, INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $20,000 |
CALIBRE CPA GROUP PLLC6+ years Service code 10 · EIN 47-0900880 | Accounting | $16,900 |
ADP BROKER-DEALER6+ years Filed as: AUTOMATIC DATA PROCESSING Service code 15 · EIN 22-1467904 | Recordkeeping | $9,817 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-0413995 | Actuarial | $5,500 |
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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 | $88,833-100.0% | $151,098-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 5.9%-5.9pp | 16.3%-16.3pp | 8.4%-8.4pp |
| Annual return | 25.41% | 12.41%+13.0pp | 11.31%+14.1pp | 18.35%+7.1pp |
| Employer contribution / active EE | $26,829 | $18,122+48.0% | $35,729-24.9% | $14,669+82.9% |
| Participant deferral / active EE | $0 | $427-100.0% | $237-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $6,633-100.0% | $20,124-100.0% | $9,141-100.0% |