Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BOSTON TRUST WALDEN COMPANY5 years Filed as: BOSTON TRUST WALDEN Service code 19 · EIN 04-2273811 | Securities Custodian | $159,812 |
CUNI, RUST & STRENK3 years Filed as: CUNI, RUST & STRENK, INC Service code 11 · EIN 31-1227755 | Actuarial | $123,575 |
RIDGEWORTH5 years Filed as: SEIX INVESTMENT ADVISORS LLC Service code 51 · EIN 95-4191764 | Investment Mgmt Fees | $119,435 |
SLC MANAGEMENT5 years Service code 51 · EIN 47-3503928 | Investment Mgmt Fees | $115,111 |
Filed as: INVESTMENT CONSULTING SERVICES Service code 51 · EIN 32-0016703 | Investment Mgmt Fees | $110,000 |
WILMINGTON TRUST5 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 51 · EIN 16-1486454 1100 NORTH MARKET STREET · WILMINGTON, DE 198900001 | Investment Mgmt Fees | $61,500 |
BOYD WATTERSON ASSET MANAGEMENT9+ years Filed as: BOYD WATTERSON Service code 51 · EIN 34-1922005 | Investment Mgmt Fees | $61,030 |
SARA WHITE9+ years Service code 30 · EIN 43-0736847 | Employee (plan) | $54,552 |
LORRAINE CASTLE6 years Filed as: LORRAINE KIELY Service code 30 · EIN 43-0736847 | Employee (plan) | $48,667 |
CAROL NAGY8 years Filed as: CAROL LEWIS Service code 30 · EIN 43-0736847 | Employee (plan) | $48,584 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | 9.03% | 10.30%-1.3pp | 7.69%+1.3pp | 9.11%-0.1pp |
| Employer contribution / active EE | $9,533 | $9,006+5.8% | $28,501-66.6% | $12,231-22.1% |
| Participant deferral / active EE | $0 | $902-100.0% | $49-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |