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| Provider | Service type | Compensation |
|---|---|---|
SMW INSURANCE3+ years Filed as: SMW INSURANCE FUND Service code 14 · EIN 04-2088633 1157 ADAMS STREET · DORCHESTER, MA 02124 | Plan Administrator | $140,137 |
BLACKSTONE3+ years Service code 28 · EIN 13-3894989 | Investment Management | $54,284 |
BUCK GLOBAL, LLC3+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-2655989 DEPT CH 14061 · PALATINE, FL 60055 | Actuarial | $42,249 |
MEPT3+ years Service code 28 · EIN 52-6218800 | Investment Management | $33,596 |
HAMILTON LANE ADVISORS, LLC2 years Filed as: HAMILTON LANE Service code 28 · EIN 98-1267736 | Investment Management | $30,056 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: CHEVY CHASE Service code 28 · EIN 52-2037618 | Investment Management | $25,342 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $25,000 |
Service code 11 · EIN 13-3954297 9401 JAMES AVENUE, SUITE 140 · BLOOMINGTON, MN 55431 | Actuarial | $24,385 |
KRAKOW & SOURIS3+ years Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $16,000 |
MANZI & ASSOCIATES, LLC3+ years Service code 10 · EIN 04-3508036 855 TURNPIKE STREET · NORTH ANDOVER, MA 01845 | Accounting | $14,500 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $186,737-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.3%-31.3pp | 0.0%0pp |
| Annual return | 13.85% | 17.84%-4.0pp | 7.90%+5.9pp | 17.84%-4.0pp |
| Employer contribution / active EE | $5,335 | $14,688-63.7% | $41,695-87.2% | $14,688-63.7% |
| Participant deferral / active EE | $0 | $770-100.0% | $47-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $811-100.0% | - |