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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP2 years Service code 11 · EIN 13-4008324 | Actuarial | $102,151 |
SLC MANAGEMENT2 years Service code 28 96 WORCESTER STREET · WELLESLEY HILLS, MA 024815699 | Investment Management | $70,848 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 28 · EIN 26-0058143 | Investment Management | $66,909 |
BMO HARRIS BANK NA3+ years Filed as: BMO FINANCIAL SERVICES Service code 15 · EIN 39-6436442 | Recordkeeping | $50,604 |
CARON & BLETZER, PLLC3+ years Service code 10 · EIN 04-3499945 | Accounting | $13,500 |
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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 | $125,690-100.0% | $182,032-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 13.4%-13.4pp | 12.4%-12.4pp |
| Annual return | 5.28% | 8.82%-3.5pp | 7.69%-2.4pp | 9.89%-4.6pp |
| Employer contribution / active EE | $17,452 | $12,837+35.9% | $28,501-38.8% | $14,313+21.9% |
| Participant deferral / active EE | $0 | $58-100.0% | $49-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $265-100.0% | $51,246-100.0% | $9,084-100.0% |