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| Provider | Service type | Compensation |
|---|---|---|
BOSTON TRUST WALDEN COMPANY10+ years Filed as: BOSTON TRUST & INVESTMENT MGT CO Service code 28 · EIN 04-2273811 | Investment Management | $107,508 |
NEWTOWER TRUST COMPANY10+ years Service code 21 · EIN 30-0872552 | Bank Trustee | $102,223 |
SAGE ADVISORY SERVICES3 years Filed as: SAGE ADVISORY SERVICES, LTD. CO. Service code 28 · EIN 74-2798841 | Investment Management | $97,251 |
WEDGE CAPITAL MANAGEMENT4 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $89,437 |
BLACKSTONE10+ years Filed as: BLACKSTONE ALTERNATIVE ASSET MGMT Service code 28 · EIN 13-3702086 | Investment Management | $68,518 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: GRAYSTONE/MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $50,000 |
THE MCKEOGH COMPANY10+ years Service code 11 · EIN 23-3003375 | Actuarial | $45,000 |
KOHLBERG & ASSOCIATES1 year Filed as: KOHLBERG KRAVIS ROBERTS & CO. L.P. Service code 28 · EIN 13-2857105 | Investment Management | $33,635 |
FRANK M. VACCARO & ASSOCIATES10+ years Filed as: FRANK M. VACCARO & ASSOCIATES INC Service code 13 · EIN 23-3013555 | Contract Administrator | $29,644 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $29,260 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.34% | 11.08%-2.7pp | 8.10%+0.2pp | 8.76%-0.4pp |
| Employer contribution / active EE | $20,748 | $13,910+49.2% | $28,649-27.6% | $16,664+24.5% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |