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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 27 · EIN 13-5674085 | Advisory (Plan) | $50,109 |
PENSION ASSURANCE LLP4 years Filed as: PENSION AND ANNUITY PLAN OF BPF Service code 14 · EIN 51-6135291 | Plan Administrator | $30,380 |
PIMCO FUNDS9+ years Filed as: PIMCO Service code 28 · EIN 33-0239892 | Investment Management | $29,452 |
Filed as: TEAL, BECKER, & CHIARAMONTE CPAS PC Service code 10 · EIN 14-1624930 | Accounting | $22,275 |
BOSTON PARTNERS9+ years Filed as: ROBECO/BOSTON PARTNERS Service code 28 · EIN 98-0202744 | Investment Management | $17,527 |
Filed as: TCW GROUP Service code 28 · EIN 95-2749628 | Investment Management | $12,506 |
BARNES, IACCARINO & SHEPHERD LLP9+ years Filed as: BARNES, IACCARINO & SHEPHERD, LLP Service code 29 · EIN 26-3858697 | Legal | $9,320 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (EASTERN STATES), Service code 11 · EIN 13-1835864 | Actuarial | $5,613 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,563 | $88,480-85.8% | $96,683-87.0% | $80,160-84.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 14.94% | 22.53%-7.6pp | 35.69%-20.8pp | 40.38%-25.4pp |
| Employer contribution / active EE | $930 | $4,176-77.7% | $3,737-75.1% | $2,978-68.8% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $118 | $212-44.3% | $6,730-98.2% | $145-18.6% |