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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PWC US TAX LLP Service code 11 · EIN 92-0460586 | Actuarial | $495,748 |
Service code 15 · EIN 39-6436442 | Recordkeeping | $77,233 |
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 28 · EIN 26-0058143 | Investment Management | $68,916 |
MWM CONSULTING GROUP1 year Filed as: MWM CONSULTING GROUP INC Service code 28 · EIN 20-4966645 | Investment Management | $61,460 |
Filed as: BOBER, MARKEY, FEDOROVICH & COMPANY Service code 10 · EIN 34-1523030 | Accounting | $39,000 |
SLC MANAGEMENT3 years Service code 28 96 WORCESTER STREET · WELLESLEY HILLS, MA 024815699 | Investment Management | $28,328 |
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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 | $75,644-100.0% | $106,128-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 8.24% | 7.25%+1.0pp | 5.04%+3.2pp | 8.21%0pp |
| Employer contribution / active EE | $41,363 | $13,308+210.8% | $26,454+56.4% | $13,841+198.9% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |