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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $69,136 |
KOLDYS & KELLEHER,P.C.3+ years Service code 29 · EIN 46-3542126 | Legal | $48,014 |
BASIL CASTROVINCI ASSOCIATES INC3+ years Filed as: BASIL CASTROVINCI & ASSOCIATES Service code 11 · EIN 13-2831500 | Actuarial | $43,763 |
MARIA DE FATIMA AREIAS3+ years Service code 30 · EIN 22-3122225 | Employee (plan) | $30,800 |
THE SEGAL COMPANY3+ 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 | $12,493 |
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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 | $105,260-100.0% | $105,260-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 34.5%-34.5pp | 21.7%-21.7pp | 45.9%-45.9pp |
| Annual return | 7.56% | 8.44%-0.9pp | 9.21%-1.7pp | 10.21%-2.6pp |
| Employer contribution / active EE | -$17,649 | $42,612-141.4% | $35,088-150.3% | $42,272-141.8% |
| Participant deferral / active EE | $0 | $136-100.0% | $163-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $4,019-100.0% | $4,019-100.0% | $13,518-100.0% |