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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.6+ years Service code 13 · EIN 13-3879959 | Contract Administrator | $808,396 |
Filed as: INVESTMENT CONSULTING SERVICES,LLC Service code 27 · EIN 32-0016703 | Advisory (Plan) | $119,300 |
PROSKAUER ROSE LLP6+ years Service code 29 · EIN 13-1840454 | Legal | $102,136 |
THE SEGAL COMPANY6+ years Filed as: BUCHBINDER TUNICK & CO., LLP Service code 10 · EIN 13-1578842 | Accounting | $81,103 |
JOHNSON BANK1 year Filed as: JOHNSON INVESTMENT COUNSEL, INC. Service code 28 · EIN 31-1801770 | Investment Management | $57,204 |
HORIZON ACTUARIAL SERVICES, LLC6+ years Service code 11 · EIN 26-1370698 | Actuarial | $56,961 |
C.S. MCKEE, L.P.6+ years Filed as: C.S. MCKEE, LP Service code 28 · EIN 25-1900687 | Investment Management | $50,277 |
BMO HARRIS BANK NA6+ years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $40,000 |
BOSTON TRUST WALDEN COMPANY6+ years Filed as: BOSTON TRUST & INVESTMENT MANAGEMEN Service code 28 · EIN 04-2273811 | Investment Management | $31,595 |
RHUMBLINE ADVISORS4 years Filed as: RHUMBLINE ADVISERS LIMITED PARTNERS Service code 51 · EIN 04-3118582 | Investment Mgmt Fees | $8,013 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | 6.23% | 15.15%-8.9pp | 10.57%-4.3pp | 11.45%-5.2pp |
| Employer contribution / active EE | $3,717 | $16,781-77.9% | $29,483-87.4% | $17,219-78.4% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $150-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |