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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC1+ years Filed as: EMPLOYEE B Service code 30 · EIN 45-4227067 | Employee (plan) | $96,827 |
PEOPLES UNITED BANK1+ years Service code 19 · EIN 06-1213065 | Securities Custodian | $87,671 |
CHEIRON1+ years Service code 11 · EIN 13-4215617 | Actuarial | $86,494 |
EMPLOYEE FIDUCIARY, LLC1+ years Filed as: EMPLOYEE C Service code 30 · EIN 45-4227067 | Employee (plan) | $79,226 |
DAVIS WRIGHT TREMAINE1+ years Filed as: DAVIS COWELL & BOWE LLP Service code 29 · EIN 94-1709555 | Legal | $77,509 |
FOLEY HOAG LLP1+ years Service code 29 · EIN 04-2150535 | Legal | $75,285 |
EMPLOYEE FIDUCIARY, LLC1+ years Filed as: EMPLOYEE E Service code 30 · EIN 45-4227067 | Employee (plan) | $52,491 |
MANZI & ASSOCIATES, LLC1+ years Filed as: MANZI & ASSOCIATES LLC Service code 10 · EIN 04-3508036 | Accounting | $45,398 |
EMPLOYEE FIDUCIARY, LLC1+ years Filed as: EMPLOYEE A Service code 30 · EIN 45-4227067 | Employee (plan) | $45,340 |
EMPLOYEE FIDUCIARY, LLC1+ years Filed as: EMPLOYEE D Service code 30 · EIN 45-4227067 | Employee (plan) | $42,133 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $177,383-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.8%-23.8pp | 0.0%0pp |
| Annual return | -4.90% | 1.67%-6.6pp | -0.48%-4.4pp | 1.67%-6.6pp |
| Employer contribution / active EE | $2,056 | $10,506-80.4% | $23,357-91.2% | $10,506-80.4% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $17-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,964-100.0% | $66,276-100.0% |