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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 18 · EIN 13-5674085 | Sub-transfer agency fees; Investment ... | $84,843 |
PIMCO FUNDS2 years Filed as: PIMCO Service code 28 · EIN 33-0239892 | Investment Management | $28,450 |
O'SULLIVAN ASSOCIATES10+ years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 20-8199369 | Actuarial | $20,240 |
AB FUNDS10+ years Filed as: WINSLOW LARGE CAP GROWTH Service code 28 · EIN 47-0875103 | Investment Management | $16,635 |
TEAL, BECKER & CHIARAMONTE CPAS PC10+ years Service code 10 · EIN 14-1624930 | Accounting | $14,750 |
BOSTON PARTNERS10+ years Filed as: ROBECO BOSTON PARTNERS Service code 28 · EIN 13-5521910 | Investment Management | $14,379 |
Filed as: BARNES, IACCARINO, & SHEPHERD Service code 29 · EIN 26-3858697 | Legal | $7,500 |
SGA INTERNATIONAL2 years Service code 28 · EIN 20-4414459 | Investment Management | $6,188 |
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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 | $24,265-100.0% | $396,305-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.3%-13.3pp | 10.4%-10.4pp |
| Annual return | 10.33% | 9.12%+1.2pp | 78.99%-68.7pp | 9.31%+1.0pp |
| Employer contribution / active EE | $15,266 | $6,627+130.4% | $29,717-48.6% | $13,179+15.8% |
| Participant deferral / active EE | $0 | $58-100.0% | $224-100.0% | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $3,725-100.0% | $4,785-100.0% |