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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.6+ years Filed as: BENESYS, INC Service code 14 · EIN 38-2383171 | Plan Administrator | $114,000 |
THE SEGAL COMPANY5 years Service code 11 · EIN 13-1975125 | Actuarial | $75,363 |
AB FUNDS6+ years Filed as: ALLIANCEBERNSTEIN L.P. Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $71,152 |
BOSTON TRUST WALDEN COMPANY6+ years Filed as: BOSTON TRUST & INVESTMENT MGMT CO Service code 19 · EIN 04-2273811 ONE BEACON STREET · BOSTON, MA 02108 | Securities Custodian | $70,850 |
MARCO CONSULTING GROUP6+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 20 · EIN 36-3555078 | Trustee (individual) | $66,857 |
ARNOLD & KADJAN6+ years Filed as: ARNOLD,NEWBOLD,WINTER, JACKS Service code 29 · EIN 43-1174269 | Legal | $64,064 |
COMERICA BANK6+ years Filed as: COMERICA Service code 18 · EIN 36-6066902 | Float revenue; Shareholder servicing ... | $35,772 |
LWBJ, LLP6+ years Service code 10 · EIN 42-1462849 | Accounting | $18,600 |
EMPLOYEE FRINGES AUDIT COMPANY6+ 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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 19.3%-19.3pp | 0.6%-0.6pp |
| Annual return | 12.09% | 9.58%+2.5pp | 9.52%+2.6pp | 11.45%+0.6pp |
| Employer contribution / active EE | $7,463 | $21,155-64.7% | $41,951-82.2% | $17,219-56.7% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |