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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4+ years Filed as: BENESYS, INC Service code 14 · EIN 38-2383171 | Plan Administrator | $102,000 |
ARNOLD & KADJAN4+ years Filed as: ARNOLD,NEWBOLD,WINTER, JACKS Service code 29 · EIN 43-1174269 | Legal | $95,613 |
THE SEGAL COMPANY3 years Service code 11 · EIN 13-1975125 | Actuarial | $76,405 |
BOSTON TRUST WALDEN COMPANY4+ years Filed as: BOSTON TRUST & INVESTMENT MGMT CO Service code 19 · EIN 04-2273811 ONE BEACON STREET · BOSTON, MA 02108 | Securities Custodian | $65,802 |
AB FUNDS4+ years Filed as: ALLIANCEBERNSTEIN L.P. Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $56,179 |
MARCO CONSULTING GROUP4+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 20 · EIN 36-3555078 | Trustee (individual) | $56,140 |
COMERICA BANK4+ years Filed as: COMERICA Service code 18 · EIN 36-6066902 | Float revenue; Shareholder servicing ... | $34,815 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -3.42% | -1.12%-2.3pp | -2.18%-1.2pp | 0.19%-3.6pp |
| Employer contribution / active EE | $7,900 | $12,052-34.4% | $38,751-79.6% | $13,763-42.6% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |