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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 13-2928869 | Plan Administrator | $737,868 |
Filed as: CONSTITUTION Service code 28 300 BRICKSTONE SQUARE · ANDOVER, MA 01810 | Investment Management | $214,535 |
SLEVIN & HART, P.C.3+ years Service code 29 · EIN 52-1078613 | Legal | $212,192 |
DOCUFREE CORPORATION1 year Service code 36 PO BOX 161582 · ATLANTA, GA 30321 | Copying and duplicating; Direct payme... | $113,785 |
MEKETA INVESTMENT GROUP1 year Service code 27 · EIN 04-2659023 | Advisory (Plan) | $100,000 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $94,500 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY - MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $90,048 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS, LLC Service code 28 · EIN 20-1367417 | Investment Management | $86,194 |
DODGE & COX3+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $81,279 |
SCHULTHEIS & PANETTIERI, LLP3+ years Service code 10 · EIN 13-1577780 | Accounting | $55,977 |
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Employer contribution per participant 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 | $0 | $186,737-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.3%-31.3pp | 0.0%0pp |
| Annual return | 13.37% | 16.32%-3.0pp | 7.90%+5.5pp | 16.32%-3.0pp |
| Employer contribution / active EE | $3,344 | $12,766-73.8% | $41,695-92.0% | $12,766-73.8% |
| Participant deferral / active EE | $0 | $800-100.0% | $47-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $811-100.0% | - |