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| Provider | Service type | Compensation |
|---|---|---|
BOLTON PARTNERS, INC.7+ years Filed as: BOLTON PARTNERS NORTHEAST, INC Service code 11 · EIN 52-1231144 100 LIGHT STREET 9TH FLOOR · BALTIMORE, MD 21202 | Actuarial | $91,178 |
SLEVIN & HART, P.C.7+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 1625 MASSACHUSETTS AVE NW, STE 450 · WASHINGTON, DC 20036 | Legal | $61,457 |
BONADIO & CO., LLP7+ years Filed as: BONADIO & CO, LLP Service code 10 · EIN 16-1131146 6 WEMBLEY COURT · ALBANY, NY 12205 | Accounting | $25,650 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $88,833-100.0% | $151,098-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 5.9%-5.9pp | 16.3%-16.3pp | 8.4%-8.4pp |
| Annual return | 77.47% | 12.41%+65.1pp | 11.31%+66.2pp | 18.35%+59.1pp |
| Employer contribution / active EE | $12,302 | $18,122-32.1% | $35,729-65.6% | $14,669-16.1% |
| Participant deferral / active EE | $0 | $427-100.0% | $237-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $6,633-100.0% | $20,124-100.0% | $9,141-100.0% |