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 | $536,621 |
Filed as: NEUMEIER POMA INVESTMENT Service code 27 · EIN 77-0444891 | Advisory (Plan) | $174,422 |
MERCER2 years Service code 27 99 HIGH ST · BOSTON, MA 02210 | Advisory (Plan) | $171,102 |
Filed as: JACOBS LEVY Service code 27 · EIN 22-2774695 100 CAMPUS DRIVE · FLORHAM PARK, NJ 07932 | Advisory (Plan) | $115,210 |
Filed as: GALLAGHER Service code 21 470 ATLANTIC AVE · BOSTON, MA 02210 | Bank Trustee | $95,000 |
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 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -6.70% | -2.41%-4.3pp | -38.86%+32.2pp | 23.41%-30.1pp |
| Employer contribution / active EE | $26,715 | $7,691+247.4% | $37,756-29.2% | $12,650+111.2% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |