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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $124,757 |
KOLDYS & KELLEHER,P.C.10+ years Service code 29 · EIN 46-3542126 | Legal | $44,920 |
MARIA DE FATIMA AREIAS10+ years Service code 30 · EIN 22-3122225 | Employee (plan) | $42,938 |
BASIL CASTROVINCI ASSOCIATES INC10+ years Filed as: BASIL CASTROVINCI & ASSOCIATES Service code 11 · EIN 13-2831500 | Actuarial | $42,200 |
CHIMENTO AND WEBB PC4 years Filed as: CHIMENTO & WEBB, P.C. Service code 29 · EIN 47-1507939 | Legal | $27,489 |
Filed as: TD TAX & ACCOUNTING Service code 12 13 CENTER STREET · NEW BEDFORD, MA 02740 | Claims processing | $17,000 |
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Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $417,381-100.0% | $417,381-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 47.0%-47.0pp | 28.2%-28.2pp | 43.7%-43.7pp |
| Annual return | 0.73% | 4.96%-4.2pp | 5.83%-5.1pp | 13.05%-12.3pp |
| Employer contribution / active EE | $0 | $45,547-100.0% | $38,332-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $124-100.0% | $165-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $6,587-100.0% | $6,587-100.0% | $31,365-100.0% |