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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS1+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2273811 | Investment Management | $66,836 |
INDEPENDENT FIDUCIARY1+ years Service code 28 · EIN 13-4946705 | Investment Management | $41,170 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $35,458 |
KEY BANK NATIONAL ASSOCIATION1+ years Filed as: KEY CORPORATION Service code 19 · EIN 34-1784820 | Securities Custodian | $32,906 |
CIUNI & PANICHI, INC.1+ years Filed as: CIUNI & PANICHI Service code 10 · EIN 34-1322309 | Accounting | $31,500 |
DOLL, JANSEN, FORD, & RAKAY1+ years Service code 29 · EIN 20-1933910 | Legal | $25,106 |
ELIZABETH PETERKOSKI1+ years Service code 30 · EIN 34-6581762 | Employee (plan) | $19,570 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN ARBITRATION ASSOCIATION Service code 29 · EIN 13-0429745 | Legal | $9,938 |
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 | $206,458-100.0% | $253,870-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | - |
| Annual return | 1.87% | 4.11%-2.2pp | -1.10%+3.0pp | - |
| Employer contribution / active EE | $0 | $17,961-100.0% | $27,248-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $105-100.0% | - |
| Admin fee / account holder | $0 | $14,541-100.0% | $702,575-100.0% | - |