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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $75,541 |
BASIL CASTROVINCI ASSOCIATES INC2+ years Filed as: BASIL CASTROVINCI & ASSOCIATES Service code 11 · EIN 13-2831500 | Actuarial | $46,350 |
KOLDYS & KELLEHER,P.C.2+ years Service code 29 · EIN 46-3542126 | Legal | $34,087 |
MARIA DE FATIMA AREIAS2+ years Service code 30 · EIN 22-3122225 | Employee (plan) | $29,906 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & COMPANY Service code 10 · EIN 13-1578842 | Accounting | $22,500 |
Filed as: ONE CHECK PAYROLL SERVICES Service code 12 10 COURT STREET · TAUNTON, MA 02780 | Claims processing | $9,202 |
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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 | $202,986-100.0% | $202,986-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 41.2%-41.2pp | 26.9%-26.9pp | 45.6%-45.6pp |
| Annual return | 2.96% | 2.00%+1.0pp | 2.04%+0.9pp | 4.16%-1.2pp |
| Employer contribution / active EE | $25,868 | $70,498-63.3% | $57,418-54.9% | $42,918-39.7% |
| Participant deferral / active EE | $0 | $84-100.0% | $123-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $255,353-100.0% | $255,353-100.0% | $21,465-100.0% |