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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION3 years Service code 13 · EIN 41-0956552 | Contract Administrator | $132,360 |
BOSTON TRUST WALDEN COMPANY9+ years Filed as: BOSTON TRUST & INVESTMENT MGMT CO Service code 19 · EIN 04-2273811 | Securities Custodian | $103,420 |
THE SEGAL COMPANY8 years Service code 11 · EIN 13-1975125 | Actuarial | $99,498 |
AB FUNDS3 years Filed as: ALLIANCE BERNSTEIN L.P. Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $68,729 |
Service code 29 · EIN 43-1174269 | Legal | $67,437 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $65,000 |
COMERICA BANK9+ years Filed as: COMERICA Service code 19 · EIN 36-6066902 | Securities Custodian | $37,687 |
DEBOER & ASSOCIATES, PC2 years Filed as: DEBOER & ASSOCIATES, P.C. Service code 10 · EIN 47-0836395 | Accounting | $17,000 |
COMMUNITY STATE BANK1 year Service code 65 · EIN 42-0839178 | Account Maintenance | $6,820 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 10.76% | 7.15%+3.6pp | 20.18%-9.4pp | 37.77%-27.0pp |
| Employer contribution / active EE | $7,486 | $13,270-43.6% | $29,108-74.3% | $15,798-52.6% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |