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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4 years Filed as: SEGAL Service code 11 30 WATERSIDE DRIVE, SUITE 300 · FARMINGTON, CT 060323069 | Actuarial | $85,155 |
Service code 29 · EIN 06-0691344 50 LEAVENWORTH STREET · WATERBURY, CT 06702 | Legal | $47,978 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 185 ASYLUM STREET · HARTFORD, CT 06103 | Investment Management | $30,993 |
WHITTLESEY PC2 years Service code 10 · EIN 06-0903326 280 TRUMBULL STREET, 24TH FLOOR · HARTFORD, CT 06103 | Accounting | $12,750 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS, LL Service code 17 · EIN 43-1451524 200 GALLERIA PKWY SE, SUITE 1950 · ATLANTA, GA 30339 | Pension Consulting | $12,000 |
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Annual investment return 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 | $247,120-100.0% | $213,834-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 28.7%-28.7pp | 12.2%-12.2pp | 44.4%-44.4pp |
| Annual return | -18.94% | -11.83%-7.1pp | -5.12%-13.8pp | -14.65%-4.3pp |
| Employer contribution / active EE | $11,161 | $42,640-73.8% | $31,020-64.0% | $46,321-75.9% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,582-100.0% |