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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.5+ years Filed as: BENESYS, INC Service code 14 · EIN 38-2383171 | Plan Administrator | $108,000 |
ARNOLD & KADJAN5+ years Filed as: ARNOLD,NEWBOLD,WINTER, JACKS Service code 29 · EIN 43-1174269 | Legal | $80,346 |
THE SEGAL COMPANY4 years Service code 11 · EIN 13-1975125 | Actuarial | $75,484 |
BOSTON TRUST WALDEN COMPANY5+ years Filed as: BOSTON TRUST & INVESTMENT MGMT CO Service code 19 · EIN 04-2273811 ONE BEACON STREET · BOSTON, MA 02108 | Securities Custodian | $74,405 |
MARCO CONSULTING GROUP5+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 20 · EIN 36-3555078 | Trustee (individual) | $67,060 |
AB FUNDS5+ years Filed as: ALLIANCEBERNSTEIN L.P. Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $61,747 |
COMERICA BANK5+ years Filed as: COMERICA Service code 18 · EIN 36-6066902 | Custodial (securities); Other investm... | $35,221 |
LWBJ, LLP5+ years Service code 10 · EIN 42-1462849 | Accounting | $18,200 |
EMPLOYEE FRINGES AUDIT COMPANY5+ years Service code 10 · EIN 42-1122328 | Accounting | $13,125 |
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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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 19.02% | 33.70%-14.7pp | 14.64%+4.4pp | 53.27%-34.2pp |
| Employer contribution / active EE | $7,411 | $14,473-48.8% | $41,831-82.3% | $14,774-49.8% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |