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| Provider | Service type | Compensation |
|---|---|---|
SMW INSURANCE6+ years Filed as: SMW INSURANCE FUND Service code 14 · EIN 04-2088633 1157 ADAMS STREET · DORCHESTER, MA 02124 | Plan Administrator | $203,830 |
BLACKSTONE6+ years Service code 28 · EIN 13-3894989 | Investment Management | $60,096 |
BUCK GLOBAL, LLC6+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-2655989 DEPT CH 14061 · PALATINE, FL 60055 | Actuarial | $57,955 |
HAMILTON LANE ADVISORS, LLC5 years Filed as: HAMILTON LANE Service code 28 · EIN 98-1267736 | Investment Management | $53,838 |
Filed as: SIGULER GUFF SMALL BUYOUT OPPORTUNI Service code 28 · EIN 83-2907315 | Investment Management | $52,377 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $43,750 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: CHEVY CHASE Service code 28 · EIN 52-2037618 | Investment Management | $41,308 |
MEPT6+ years Service code 28 · EIN 52-6218800 | Investment Management | $38,255 |
MANZI & ASSOCIATES, LLC6+ years Service code 10 · EIN 04-3508036 855 TURNPIKE STREET · NORTH ANDOVER, MA 01845 | Accounting | $16,700 |
KRAKOW & SOURIS6+ years Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $16,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 13.66% | 6.82%+6.8pp | 8.01%+5.7pp | 12.86%+0.8pp |
| Employer contribution / active EE | $4,420 | $12,695-65.2% | $29,476-85.0% | $13,687-67.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |