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| Provider | Service type | Compensation |
|---|---|---|
BCG SECURITIES1 year Filed as: BCG PENSION RISK CONSULTANTS Service code 17 100 GRANDVIEW RD SUITE 303 · BRAINTREE, MA 02184 | Pension Consulting | $270,418 |
COLUMBIA2 years Filed as: COLUMBIA MGMT INVESTMENT Service code 28 · EIN 13-3180631 | Investment Management | $111,417 |
Filed as: EMPOWER RETIREMENT, LLC Service code 11 · EIN 84-1233483 | Actuarial | $76,397 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 20-8764829 | Investment Management | $69,602 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $62,256 |
THIRD POINT LLC3 years Service code 28 · EIN 81-0816970 | Investment Management | $22,046 |
MEADEN & MOORE, LTD.3 years Filed as: MEADEN AND MOORE Service code 10 · EIN 34-1818258 | Accounting | $18,000 |
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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 | $33,520-100.0% | $106,128-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 4.51% | 9.45%-4.9pp | 5.16%-0.6pp | 7.65%-3.1pp |
| Employer contribution / active EE | $38,625 | $14,895+159.3% | $26,446+46.0% | $20,582+87.7% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |