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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3+ years Filed as: BENESYS, INC Service code 14 · EIN 38-2383171 | Plan Administrator | $96,000 |
THE SEGAL COMPANY2 years Service code 11 · EIN 13-1975125 | Actuarial | $73,739 |
ARNOLD & KADJAN3+ years Filed as: ARNOLD,NEWBOLD,WINTER, JACKS Service code 29 · EIN 43-1174269 | Legal | $61,444 |
BOSTON TRUST WALDEN COMPANY3+ years Filed as: BOSTON TRUST & INVESTMENT MGMT CO Service code 19 · EIN 04-2273811 ONE BEACON STREET · BOSTON, MA 02108 | Securities Custodian | $60,250 |
MARCO CONSULTING GROUP3+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 20 · EIN 36-3555078 | Trustee (individual) | $58,977 |
AB FUNDS3+ years Filed as: ALLIANCEBERNSTEIN L.P. Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $52,301 |
COMERICA BANK3+ years Filed as: COMERICA Service code 18 · EIN 36-6066902 | Investment management; Custodial (oth... | $33,349 |
LWBJ, LLP3+ years Service code 10 · EIN 42-1462849 | Accounting | $17,200 |
EMPLOYEE FRINGES AUDIT COMPANY3+ years Service code 10 · EIN 42-1122328 | Accounting | $13,076 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 13.19% | 13.03%+0.2pp | 10.36%+2.8pp | 23.90%-10.7pp |
| Employer contribution / active EE | $7,962 | $15,779-49.5% | $37,738-78.9% | $16,539-51.9% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |