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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $61,349 |
BASIL CASTROVINCI ASSOCIATES INC4+ years Filed as: BASIL CASTROVINCI & ASSOCIATES Service code 11 · EIN 13-2831500 | Actuarial | $43,844 |
MARIA DE FATIMA AREIAS4+ years Service code 30 · EIN 22-3122225 | Employee (plan) | $31,599 |
THE SEGAL COMPANY4+ years Filed as: BUCHBINDER TUNICK & COMPANY Service code 10 · EIN 13-1578842 | Accounting | $22,500 |
KOLDYS & KELLEHER,P.C.4+ years Service code 29 · EIN 46-3542126 | Legal | $16,218 |
Filed as: TD TAX & ACCOUNTING Service code 12 13 CENTER STREET · NEW BEDFORD, MA 02740 | Claims processing | $12,000 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $162,452-100.0% | $148,425-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 46.4%-46.4pp | 35.1%-35.1pp | 46.4%-46.4pp |
| Annual return | -8.26% | 45.55%-53.8pp | 38.14%-46.4pp | -82.66%+74.4pp |
| Employer contribution / active EE | $15,209 | $40,549-62.5% | $34,245-55.6% | $43,771-65.3% |
| Participant deferral / active EE | $0 | $152-100.0% | $185-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,245-100.0% | $10,234-100.0% | $11,204-100.0% |