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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION2 years Service code 13 · EIN 41-0956552 | Contract Administrator | $126,000 |
BOSTON TRUST WALDEN COMPANY8+ years Filed as: BOSTON TRUST & INVESTMENT MGMT CO Service code 19 · EIN 04-2273811 | Securities Custodian | $96,440 |
THE SEGAL COMPANY7 years Service code 11 · EIN 13-1975125 | Actuarial | $93,480 |
Service code 29 · EIN 43-1174269 | Legal | $68,341 |
AB FUNDS2 years Filed as: ALLIANCE BERNSTEIN L.P. Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $68,235 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $65,000 |
COMERICA BANK8+ years Filed as: COMERICA Service code 19 · EIN 36-6066902 | Securities Custodian | $37,430 |
DEBOER & ASSOCIATES, PC1 year Filed as: DEBOER & ASSOCIATES, P.C. Service code 10 · EIN 47-0836395 | Accounting | $16,500 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -12.23% | -8.26%-4.0pp | -5.85%-6.4pp | 2.78%-15.0pp |
| Employer contribution / active EE | $8,131 | $12,543-35.2% | $31,839-74.5% | $15,276-46.8% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |