Filed December 18, 2019 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY Service code 17 · EIN 04-2723880 | Pension Consulting | $555,380 |
Filed as: NEUMEIER POMA INVESTMENT Service code 27 · EIN 77-0444891 | Advisory (Plan) | $218,803 |
Filed as: JACOBS LEVY Service code 27 · EIN 22-2774695 100 CAMPUS DRIVE · FLORHAM PARK, NJ 07932 | Advisory (Plan) | $103,305 |
Filed as: GALLAGHER Service code 21 470 ATLANTIC AVE · BOSTON, MA 02210 | Bank Trustee | $84,000 |
MERCER1 year Service code 27 99 HIGH ST · BOSTON, MA 02210 | Advisory (Plan) | $61,670 |
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 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 19.63% | 35.98%-16.4pp | 10.75%+8.9pp | 15.63%+4.0pp |
| Employer contribution / active EE | $9,000 | $8,396+7.2% | $35,170-74.4% | $11,476-21.6% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |