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| Provider | Service type | Compensation |
|---|---|---|
Service code 29 · EIN 43-1174269 | Legal | $131,229 |
Service code 13 · EIN 41-0956552 | Contract Administrator | $120,000 |
BOSTON TRUST WALDEN COMPANY7+ years Filed as: BOSTON TRUST & INVESTMENT MGMT CO Service code 19 · EIN 04-2273811 | Securities Custodian | $99,661 |
THE SEGAL COMPANY6 years Service code 11 · EIN 13-1975125 | Actuarial | $78,756 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN L.P. Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $72,072 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $65,000 |
COMERICA BANK7+ years Filed as: COMERICA Service code 19 · EIN 36-6066902 | Securities Custodian | $40,321 |
LWBJ, LLP1 year Filed as: LWBJ, LLP. Service code 10 · EIN 42-1462849 | Accounting | $27,684 |
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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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 15.12% | 24.46%-9.3pp | 11.08%+4.0pp | 13.24%+1.9pp |
| Employer contribution / active EE | $8,460 | $11,981-29.4% | $28,418-70.2% | $14,616-42.1% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |