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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION1+ years Service code 10 · EIN 41-0956552 | Accounting | $117,000 |
WESTFIELD CAPITAL MANAGEMENT1+ years Service code 28 1 FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $92,478 |
BECKER CAPITAL MANAGEMENT1+ years Service code 28 1211 SE 5TH AVE · PORTLAND, OR 97204 | Investment Management | $77,400 |
ARNOLD & KADJAN1+ years Filed as: ARNOLD, NEWBOLD, WINTER & JACKSON Service code 29 · EIN 43-1174269 | Legal | $72,079 |
CONSTRUCTION BENEFITS AUDIT CORP1+ years Filed as: CONSTRUCTION BENEFIT AUDIT CORP Service code 10 · EIN 43-1244218 | Accounting | $45,059 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $40,000 |
INVESCO1+ years Service code 28 · EIN 58-1707262 | Investment Management | $38,890 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $34,370 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF LABOR Service code 19 · EIN 39-6037917 | Securities Custodian | $21,667 |
SUMMERS, SPENCER & COMPANY PA1+ years Service code 10 · EIN 48-0969601 | Accounting | $20,065 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 8.69% | 3.49%+5.2pp | 4.16%+4.5pp | 7.18%+1.5pp |
| Employer contribution / active EE | $10,029 | $11,083-9.5% | $29,966-66.5% | $13,095-23.4% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |