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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PRIVATE BANK1+ years Service code 28 · EIN 04-3068999 | Investment Management | $84,860 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $63,893 |
MILLIMAN, INC.1+ years Service code 11 · EIN 91-0675641 | Actuarial | $63,159 |
INVESCO1+ years Filed as: INVESCO NATIONAL TRUST Service code 21 · EIN 84-0591534 | Bank Trustee | $45,628 |
COMMUNITY BANK, NA1+ years Filed as: COMMUNITY BANK N.A. Service code 21 · EIN 16-1213679 | Bank Trustee | $28,695 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 0.59% | 45.66%-45.1pp | 5.00%-4.4pp | 11.88%-11.3pp |
| Employer contribution / active EE | $0 | $9,637-100.0% | $35,918-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $828 | $235+252.5% | $75+999.9% | $518+59.8% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |