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| Provider | Service type | Compensation |
|---|---|---|
BOLTON PARTNERS, INC.3+ years Filed as: BOLTON PARTNERS NORTHEAST, INC Service code 11 · EIN 52-1231144 100 LIGHT STREET, 9TH FLOOR · BALTIMORE, MD 21202 | Actuarial | $87,116 |
SLEVIN & HART, P.C.3+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 1625 MASSACHUSETTS AVE NW, STE 450 · WASHINGTON, DC 20036 | Legal | $56,968 |
INSURANCE PROGRAMMERS, INC.2 years Filed as: INSURANCE PROGRAMMERS INC. (IPI) Service code 13 · EIN 06-0811449 10 TECHNOLOGY DRIVE · WALLINGFORD, CT 06492 | Contract Administrator | $42,107 |
BONADIO & CO., LLP3+ years Filed as: BONADIO & CO, LLP Service code 10 · EIN 16-1131146 6 WEMBLEY COURT · ALBANY, NY 12205 | Accounting | $42,000 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310632 1448 BALLTOWN ROAD · NISKAYUNA, NY 12309 | Investment Management | $28,103 |
Service code 13 · EIN 52-1590516 18861 S. 90TH AVENUE SUITE A · MOKENA, IL 60448 | Contract Administrator | $8,584 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 4.94% | 11.00%-6.1pp | 9.39%-4.5pp | 10.41%-5.5pp |
| Employer contribution / active EE | $11,259 | $16,132-30.2% | $33,466-66.4% | $14,691-23.4% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |