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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $75,663 |
BASIL CASTROVINCI ASSOCIATES INC1+ years Filed as: BASIL CASTROVINCI & ASSOCIATES Service code 11 · EIN 13-2831500 | Actuarial | $47,500 |
KOLDYS & KELLEHER,P.C.1+ years Service code 29 · EIN 46-3542126 | Legal | $47,173 |
MARIA DE FATIMA AREIAS1+ years Service code 30 · EIN 22-3122225 | Employee (plan) | $30,717 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & COMPANY Service code 10 · EIN 13-1578842 | Accounting | $22,500 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN ARBITRATION ASSOCIATION Service code 99 · EIN 13-0429745 | Other Fees | $10,250 |
Filed as: ONE CHECK PAYROLL SERVICES Service code 12 10 COURT STREET · TAUNTON, MA 02780 | Claims processing | $8,162 |
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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 | $205,401-100.0% | $205,401-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 30.0%-30.0pp | 17.6%-17.6pp | 48.7%-48.7pp |
| Annual return | -1.13% | 0.38%-1.5pp | 0.02%-1.1pp | -2.16%+1.0pp |
| Employer contribution / active EE | -$3,970 | $53,060-107.5% | $45,513-108.7% | $42,957-109.2% |
| Participant deferral / active EE | $0 | $119-100.0% | $109-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $4,705-100.0% | $4,705-100.0% | $12,572-100.0% |