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| Provider | Service type | Compensation |
|---|---|---|
SMW INSURANCE4+ years Filed as: SMW INSURANCE FUND Service code 14 · EIN 04-2088633 1157 ADAMS STREET · DORCHESTER, MA 02124 | Plan Administrator | $172,046 |
BLACKSTONE4+ years Service code 28 · EIN 13-3894989 | Investment Management | $56,570 |
HAMILTON LANE ADVISORS, LLC3 years Filed as: HAMILTON LANE Service code 28 · EIN 98-1267736 | Investment Management | $52,154 |
MEPT4+ years Service code 28 · EIN 52-6218800 | Investment Management | $35,799 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $32,267 |
BUCK GLOBAL, LLC1 year Service code 11 · EIN 13-3954297 420 LEXINGTON AVE · NEW YORK, NY 10170 | Actuarial | $26,741 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: CHEVY CHASE Service code 28 · EIN 52-2037618 | Investment Management | $26,642 |
BUCK GLOBAL, LLC4+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-2655989 DEPT CH 14061 · PALATINE, FL 60055 | Actuarial | $25,929 |
KRAKOW & SOURIS4+ years Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $16,000 |
MANZI & ASSOCIATES, LLC4+ years Service code 10 · EIN 04-3508036 855 TURNPIKE STREET · NORTH ANDOVER, MA 01845 | Accounting | $15,345 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $157,995-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.3%-41.3pp | 0.0%0pp |
| Annual return | -1.87% | 33.37%-35.2pp | 83.75%-85.6pp | 33.37%-35.2pp |
| Employer contribution / active EE | $6,385 | $11,253-43.3% | $41,592-84.6% | $11,253-43.3% |
| Participant deferral / active EE | $0 | $819-100.0% | $77-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $678-100.0% | $99,113-100.0% |