Filed March 17, 2016 (most recent of 5 filings on file)
Total covered: 122 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $437,445 |
ROBERTS & HOLLAND10+ years Service code 29 · EIN 13-1833405 | Legal | $122,972 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $53,844 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $38,657 |
MERCER9 years Service code 12 · EIN 12-2834414 | Consulting (pension); Direct payment ... | $19,000 |
WELLINGTON TRUST COMPANY10+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $15,430 |
THE BANK OF NEW YORK MELLON10+ years Filed as: U.S BANK Service code 15 · EIN 41-2003732 | Recordkeeping | $14,388 |
RHUMBLINE ADVISORS3 years Filed as: RHUMBLINE ADVISERS Service code 28 265 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $5,279 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | - | $24,265-100.0% |
| Participation rate | 0.0% | 11.2%-11.2pp | 0.0%0pp | 11.2%-11.2pp |
| Annual return | 7.10% | 9.01%-1.9pp | 8.93%-1.8pp | 9.01%-1.9pp |
| Employer contribution / active EE | $0 | $12,866-100.0% | $34,172-100.0% | $12,866-100.0% |
| Participant deferral / active EE | $0 | $260-100.0% | $44-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | - | $4,785-100.0% |