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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS2+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2273811 | Investment Management | $48,149 |
GOLDSTEIN GRAGEL LLC1 year Service code 29 1111 SUPERIOR AVE #620 · CLEVELAND, OH 44114 | Legal | $44,394 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $35,748 |
KEY BANK NATIONAL ASSOCIATION2+ years Filed as: KEY CORPORATION Service code 19 · EIN 34-1784820 | Securities Custodian | $34,046 |
INDEPENDENT FIDUCIARY2+ years Service code 28 · EIN 13-4946705 | Investment Management | $32,698 |
CIUNI & PANICHI, INC.2+ years Filed as: CIUNI & PANICHI Service code 10 · EIN 34-1322309 | Accounting | $30,050 |
ELIZABETH PETERKOSKI2+ years Service code 30 · EIN 34-6581762 | Employee (plan) | $25,345 |
DOLL, JANSEN, FORD, & RAKAY2+ years Service code 29 · EIN 20-1933910 | Legal | $15,174 |
Filed as: MORGAN STANLEY Service code 28 · EIN 20-8764829 | Investment Management | $9,625 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $442,730-100.0% | $442,730-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 12.5%-12.5pp | 45.6%-45.6pp |
| Annual return | -0.05% | 4.44%-4.5pp | 4.72%-4.8pp | 4.16%-4.2pp |
| Employer contribution / active EE | $0 | $41,495-100.0% | $30,821-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $16-100.0% | $113-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $2,146-100.0% | $2,146-100.0% | $21,465-100.0% |