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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS3+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2273811 | Investment Management | $47,296 |
INDEPENDENT FIDUCIARY3+ years Service code 28 · EIN 13-4946705 | Investment Management | $41,035 |
KEY BANK NATIONAL ASSOCIATION3+ years Filed as: KEY CORPORATION Service code 19 · EIN 34-1784820 | Securities Custodian | $31,391 |
CIUNI & PANICHI, INC.3+ years Filed as: CIUNI & PANICHI Service code 10 · EIN 34-1322309 | Accounting | $30,050 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $25,503 |
ELIZABETH PETERKOSKI3+ years Service code 30 · EIN 34-6581762 | Employee (plan) | $25,415 |
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 | $85,985-100.0% | $85,985-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 41.7%-41.7pp | 19.2%-19.2pp | 45.9%-45.9pp |
| Annual return | 11.15% | 15.47%-4.3pp | 14.20%-3.0pp | 10.21%+0.9pp |
| Employer contribution / active EE | $0 | $36,160-100.0% | $27,968-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $606-100.0% | $576-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $6,028-100.0% | $6,028-100.0% | $13,518-100.0% |