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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PRIVATE BANK2+ years Service code 28 · EIN 04-3068999 | Investment Management | $77,221 |
MILLIMAN, INC.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $69,449 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $65,800 |
INVESCO2+ years Filed as: INVESCO NATIONAL TRUST Service code 21 · EIN 84-0591534 | Bank Trustee | $59,315 |
COMMUNITY BANK, NA2+ years Filed as: COMMUNITY BANK N.A. Service code 21 · EIN 16-1213679 | Bank Trustee | $29,784 |
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Participant 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 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 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 12.79% | 10.93%+1.9pp | 10.16%+2.6pp | 13.95%-1.2pp |
| Employer contribution / active EE | $6,660 | $10,209-34.8% | $33,192-79.9% | $16,598-59.9% |
| Participant deferral / active EE | $812 | $442+83.7% | $66+1135.3% | $511+58.9% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |