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| Provider | Service type | Compensation |
|---|---|---|
SMW INSURANCE1+ years Filed as: SMW INSURANCE FUND Service code 14 · EIN 04-2088633 1157 ADAMS STREET · DORCHESTER, MA 02124 | Plan Administrator | $110,667 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-2655989 DEPT CH 14061 · PALATINE, FL 60055 | Actuarial | $74,771 |
MANZI & ASSOCIATES, LLC1+ years Service code 10 · EIN 04-3508036 855 TURNPIKE STREET · NORTH ANDOVER, MA 01845 | Accounting | $16,000 |
KRAKOW & SOURIS1+ years Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $13,333 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHEVY CHASE Service code 28 · EIN 52-2037618 | Investment Management | $10,438 |
BENESYS, INC.1+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 16 · EIN 23-2182079 2 EXECUTIVE CAMPUS, 2370 RT 70 W · CHERRY HILL, NJ 08002 | Consulting | $5,073 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING Service code 16 · EIN 03-6355078 550 W WASHINGTON BLVD · CHICAGO, IL 60661 | Consulting | $5,000 |
BLACKSTONE1+ years Service code 28 · EIN 20-8875684 | Investment Management | $3,744 |
EATON VANCE1+ years Service code 28 · EIN 04-2718214 | Investment Management | $0 |
GCM GROSVENOR1+ years Filed as: GROSVENOR OPPORTUNISTIC CR Service code 28 · EIN 98-1010338 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $219,249-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.0%-30.0pp | 0.0%0pp |
| Annual return | 3.34% | 1.67%+1.7pp | 1.50%+1.8pp | 1.67%+1.7pp |
| Employer contribution / active EE | $4,659 | $10,506-55.7% | $37,746-87.7% | $10,506-55.7% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $87-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $0 | $66,276-100.0% |