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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS4+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2273811 | Investment Management | $53,319 |
INDEPENDENT FIDUCIARY4+ years Service code 28 · EIN 13-4946705 | Investment Management | $41,216 |
KEY BANK NATIONAL ASSOCIATION4+ years Filed as: KEY CORPORATION Service code 19 · EIN 34-1784820 | Securities Custodian | $31,853 |
CIUNI & PANICHI, INC.4+ years Filed as: CIUNI & PANICHI Service code 10 · EIN 34-1322309 | Accounting | $31,771 |
ELIZABETH PETERKOSKI4+ years Service code 30 · EIN 34-6581762 | Employee (plan) | $26,694 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 | Actuarial | $21,516 |
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 | $223,684-100.0% | $280,855-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 29.2%-29.2pp | 21.6%-21.6pp | 46.4%-46.4pp |
| Annual return | -0.58% | -1.44%+0.9pp | -0.70%+0.1pp | -82.66%+82.1pp |
| Employer contribution / active EE | $0 | $37,071-100.0% | $28,903-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $77-100.0% | $148-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $2,223-100.0% | $1,852-100.0% | $11,204-100.0% |