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| Provider | Service type | Compensation |
|---|---|---|
MTDC WELFARE FUND1 year Service code 49 · EIN 13-5537605 | Other Services | $1,919,415 |
SCHULTHEIS & PANETTIERI, LLP8 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $627,565 |
INVESCO9+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $338,120 |
Filed as: WESTERN ASSET MGMT CO, LLC Service code 28 · EIN 52-1200960 | Investment Management | $316,920 |
POLEN CAPITAL7 years Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 28 · EIN 26-0319356 | Investment Management | $262,043 |
PROSKAUER ROSE LLP9+ years Service code 29 · EIN 13-1840454 | Legal | $210,103 |
LAZARD ASSET MANAGEMENT9+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $194,304 |
STATE STREET GLOBAL ADVISORS8 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $117,494 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL CO. (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $98,875 |
Filed as: GORLICK, KRAVITZ & LISTHAUS P.C. Service code 29 · EIN 13-3790829 | Legal | $97,935 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,111 | $55,730-11.9% | $96,543-49.1% | $96,393-49.1% |
| Participation rate | 84.7% | 82.8%+1.9pp | 74.3%+10.4pp | 71.3%+13.4pp |
| Annual return | 9.36% | 12.78%-3.4pp | 35.75%-26.4pp | 22.88%-13.5pp |
| Employer contribution / active EE | $7,710 | $4,014+92.1% | $3,741+106.1% | $3,239+138.1% |
| Participant deferral / active EE | $0 | $3,393-100.0% | $4,880-100.0% | $5,455-100.0% |
| Admin fee / account holder | $257 | $105+143.8% | $6,737-96.2% | $74+248.0% |