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| Provider | Service type | Compensation |
|---|---|---|
BOSTON TRUST WALDEN COMPANY4+ years Filed as: BOSTON TRUST & INVESTMENT MGT Service code 19 · EIN 04-2273811 | Securities Custodian | $40,403 |
ANDCO CONSULTING3 years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $36,999 |
Filed as: JOHN W. BIRTCH Service code 30 · EIN 16-6023926 | Employee (plan) | $34,499 |
ACTUARIAL BENEFITS CORP4+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 11 · EIN 16-1186135 | Actuarial | $21,600 |
BLITMAN & KING4+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $20,984 |
Service code 10 · EIN 47-1793720 | Accounting | $19,684 |
WESTWOOD TRUST4+ 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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | -2.88% | -1.53%-1.4pp | -2.18%-0.7pp | -0.69%-2.2pp |
| Employer contribution / active EE | $15,496 | $14,498+6.9% | $38,751-60.0% | $16,786-7.7% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |