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| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT1 year Service code 28 96 WORCESTER STREET · WELLESLEY HILLS, MA 024815699 | Investment Management | $133,050 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 28 · EIN 26-0058143 | Investment Management | $64,960 |
Service code 11 · EIN 13-4008324 | Actuarial | $58,618 |
BMO HARRIS BANK NA2+ years Filed as: BMO FINANCIAL SERVICES Service code 15 · EIN 39-6436442 | Recordkeeping | $50,059 |
CARON & BLETZER, PLLC2+ years Service code 10 · EIN 04-3499945 | Accounting | $12,600 |
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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -15.61% | 1.88%-17.5pp | -5.12%-10.5pp | 2.77%-18.4pp |
| Employer contribution / active EE | $0 | $8,732-100.0% | $31,020-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |