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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION4 years Service code 10 · EIN 41-0956552 | Accounting | $142,059 |
BOSTON TRUST WALDEN COMPANY10+ years Filed as: BOSTON TRUST & INVESTMENT MGMT CO Service code 19 · EIN 04-2273811 | Securities Custodian | $101,365 |
THE SEGAL COMPANY9 years Service code 11 · EIN 13-1975125 | Actuarial | $99,433 |
AB FUNDS4 years Filed as: ALLIANCE BERNSTEIN L.P. Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $71,018 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $66,440 |
Service code 29 · EIN 43-1174269 | Legal | $62,415 |
Filed as: BNY MELLON INVESTMENT ADVISER, INC. Service code 51 · EIN 13-5673135 | Investment Mgmt Fees | $47,715 |
COMERICA BANK10+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $44,781 |
DEBOER & ASSOCIATES, PC3 years Filed as: DEBOER & ASSOCIATES, P.C. Service code 10 · EIN 47-0836395 | Accounting | $17,500 |
COMMUNITY STATE BANK2 years Service code 65 · EIN 42-0839178 | Account Maintenance | $5,216 |
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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.
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 | 10.05% | 11.08%-1.0pp | 8.10%+2.0pp | 8.76%+1.3pp |
| Employer contribution / active EE | $7,542 | $13,910-45.8% | $28,649-73.7% | $16,664-54.7% |
| 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% | - |