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| Provider | Service type | Compensation |
|---|---|---|
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $37,000 |
BOSTON TRUST WALDEN COMPANY2+ years Filed as: BOSTON TRUST & INVESTMENT MGT Service code 19 · EIN 04-2273811 | Securities Custodian | $34,961 |
Filed as: JOHN W. BIRTCH Service code 30 · EIN 16-6023926 | Employee (plan) | $32,951 |
ACTUARIAL BENEFITS CORP2+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 11 · EIN 16-1186135 | Actuarial | $23,150 |
BLITMAN & KING2+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $20,982 |
Service code 10 · EIN 47-1793720 | Accounting | $19,080 |
WESTWOOD TRUST2+ years Filed as: WESTWOOD MANAGEMENT CORP. Service code 28 · EIN 13-3160186 | Investment Management | $0 |
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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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 7.90% | 5.80%+2.1pp | 4.74%+3.2pp | 11.88%-4.0pp |
| Employer contribution / active EE | $15,350 | $15,506-1.0% | $36,089-57.5% | $14,612+5.0% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |