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| Provider | Service type | Compensation |
|---|---|---|
FUND EMPLOYEE1+ years Service code 14 · EIN 51-6090208 | Plan Administrator | $67,638 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1928058 30 WATERSIDE DR, SUITE 300 · FARMINGTON, CT 06032 | Actuarial | $56,481 |
FIDUCIARY INVESTMENT ADVISORS1+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $24,855 |
Filed as: BUCKLEY FRAME BOUDREAU & CO PC Service code 10 · EIN 06-0931761 | Accounting | $21,883 |
MURTHA CULLINA LLP1+ years Filed as: MURTHA CULLINA, LLP Service code 29 · EIN 06-0686015 | Legal | $11,552 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $9,916 |
ZELDES, NEEDLES, & COOPER, P.C.1+ years Service code 29 · EIN 06-0917005 | Legal | $5,279 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | -2.33% | 2.79%-5.1pp | 4.16%-6.5pp | 11.88%-14.2pp |
| Employer contribution / active EE | $22,981 | $10,530+118.2% | $29,966-23.3% | $14,612+57.3% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |