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| Provider | Service type | Compensation |
|---|---|---|
NEWTOWER TRUST COMPANY9+ years Service code 21 · EIN 30-0872552 | Bank Trustee | $112,452 |
BOSTON TRUST WALDEN COMPANY9+ years Filed as: BOSTON TRUST & INVESTMENT MGT CO Service code 28 · EIN 04-2273811 | Investment Management | $94,568 |
SAGE ADVISORY SERVICES2 years Filed as: SAGE ADVISORY SERVICES, LTD. CO. Service code 28 · EIN 74-2798841 | Investment Management | $91,648 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS LLC Service code 28 · EIN 13-5108880 | Investment Management | $80,000 |
WEDGE CAPITAL MANAGEMENT3 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $69,811 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: GRAYSTONE/MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $50,000 |
THE MCKEOGH COMPANY9+ years Service code 11 · EIN 23-3003375 | Actuarial | $39,205 |
FRANK M. VACCARO & ASSOCIATES9+ years Filed as: FRANK M. VACCARO & ASSOCIATES INC Service code 13 · EIN 23-3013555 | Contract Administrator | $27,278 |
Service code 28 · EIN 26-2237421 | Investment Management | $26,113 |
NOVAK FRANCELLA LLC9+ years Service code 10 · EIN 61-1436956 | Accounting | $22,062 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 7.31% | 7.15%+0.2pp | 20.18%-12.9pp | 37.77%-30.5pp |
| Employer contribution / active EE | $19,645 | $13,270+48.0% | $29,108-32.5% | $15,798+24.3% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |