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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION3+ years Service code 10 · EIN 41-0956552 | Accounting | $124,300 |
WESTFIELD CAPITAL MANAGEMENT3+ years Service code 28 1 FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $119,413 |
BECKER CAPITAL MANAGEMENT3+ years Service code 28 1211 SE 5TH AVE · PORTLAND, OR 97204 | Investment Management | $95,571 |
ARNOLD & KADJAN3+ years Filed as: ARNOLD, NEWBOLD, WINTER & JACKSON Service code 29 · EIN 43-1174269 | Legal | $76,375 |
BENESYS, INC.3+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $41,700 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $40,000 |
INVESCO3+ years Service code 28 · EIN 58-1707262 | Investment Management | $35,150 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF LABOR Service code 19 · EIN 39-6037917 | Securities Custodian | $25,644 |
CONSTRUCTION BENEFITS AUDIT CORP3+ years Filed as: CONSTRUCTION BENEFIT AUDIT CORP Service code 10 · EIN 43-1244218 | Accounting | $23,887 |
SUMMERS, SPENCER & COMPANY PA3+ years Service code 10 · EIN 48-0969601 | Accounting | $20,700 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 7.64% | 4.25%+3.4pp | -752.26%+759.9pp | 0.19%+7.4pp |
| Employer contribution / active EE | $11,870 | $11,906-0.3% | $31,802-62.7% | $13,763-13.8% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |