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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FIDUCIARY10+ years Service code 28 · EIN 13-4946705 | Investment Management | $48,750 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 | Actuarial | $47,173 |
CIUNI & PANICHI, INC.10+ years Filed as: CIUNI & PANICHI Service code 10 · EIN 34-1322309 | Accounting | $35,852 |
KEY BANK NATIONAL ASSOCIATION10+ years Filed as: KEY CORPORATION Service code 19 · EIN 34-1784820 | Securities Custodian | $34,708 |
ELIZABETH PETERKOSKI10+ years Service code 30 · EIN 34-6581762 | Employee (plan) | $32,117 |
BOSTON PARTNERS10+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2273811 | Investment Management | $7,985 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $124,814-100.0% | $124,814-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 22.2%-22.2pp | 43.7%-43.7pp |
| Annual return | 10.33% | 8.40%+1.9pp | 10.52%-0.2pp | 13.05%-2.7pp |
| Employer contribution / active EE | $0 | $31,324-100.0% | $26,749-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $122-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $129-100.0% | $129-100.0% | $31,365-100.0% |