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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FIDUCIARY6+ years Service code 28 · EIN 13-4946705 | Investment Management | $39,849 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1975125 | Actuarial | $38,829 |
BOSTON PARTNERS6+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2273811 | Investment Management | $35,792 |
KEY BANK NATIONAL ASSOCIATION6+ years Filed as: KEY CORPORATION Service code 19 · EIN 34-1784820 | Securities Custodian | $29,936 |
CIUNI & PANICHI, INC.6+ years Filed as: CIUNI & PANICHI Service code 10 · EIN 34-1322309 | Accounting | $29,388 |
ELIZABETH PETERKOSKI6+ years Service code 30 · EIN 34-6581762 | Employee (plan) | $29,046 |
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 | $142,100-100.0% | $353,945-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 20.8%-20.8pp | 43.0%-43.0pp |
| Annual return | 8.55% | 9.86%-1.3pp | 10.57%-2.0pp | 259.14%-250.6pp |
| Employer contribution / active EE | $0 | $37,630-100.0% | $29,483-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $54-100.0% | $150-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $505-100.0% | $2,009-100.0% | $21,546-100.0% |