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| Provider | Service type | Compensation |
|---|---|---|
BOLTON PARTNERS, INC.10+ years Filed as: BOLTON PARTNERS NORTHEAST, INC Service code 11 · EIN 27-3666661 | Actuarial | $90,165 |
SLEVIN & HART, P.C.2 years Filed as: SLEVIN & HART PC Service code 29 · EIN 52-1708613 | Legal | $66,563 |
ZENITH AMERICAN SOLUTIONS8 years Service code 14 · EIN 52-1590516 | Plan Administrator | $54,225 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $45,592 |
SCHULTHEIS & PANETTIERI, LLP2 years Service code 10 · EIN 13-1577780 | Accounting | $45,000 |
INSIGHT NORTH AMERICA LLC2 years Filed as: INSIGHT INVESTMENT Service code 28 · EIN 82-0983489 | Investment Management | $44,379 |
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Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $206,041-100.0% | $201,416-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 32.7%-32.7pp | 43.7%-43.7pp |
| Annual return | 5.25% | 7.46%-2.2pp | 8.10%-2.8pp | 13.05%-7.8pp |
| Employer contribution / active EE | $3,049 | $34,689-91.2% | $28,649-89.4% | $37,664-91.9% |
| Participant deferral / active EE | $0 | $2-100.0% | $10-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $63,103-100.0% | $60,136-100.0% | $31,365-100.0% |