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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1928059 | Actuarial | $102,665 |
MEKETA INVESTMENT GROUP2+ years Filed as: MEKETA INVESTMENT GRP LLP Service code 17 · EIN 04-2659023 | Pension Consulting | $84,365 |
Service code 28 · EIN 04-2429117 | Investment Management | $82,296 |
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0618452 | Investment Management | $77,262 |
BENESYS, INC.1 year Service code 13 · EIN 38-2383171 | Contract Administrator | $62,775 |
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $38,147 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROITMAN Service code 29 · EIN 04-2489114 | Legal | $37,102 |
Filed as: BUCKLEY, FRAME,BOUDREAU & CO. P.C Service code 10 · EIN 06-0931761 | Accounting | $33,278 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET GLOBAL ADVISOR Service code 18 · EIN 04-1867445 | Custodial (other than securities); In... | $33,261 |
AMALGAMATED2+ years Filed as: ALICARE Service code 13 · EIN 13-3432221 | Contract Administrator | $28,206 |
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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 | $35,636-100.0% | $176,816-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 39.2%-39.2pp | 1.8%-1.8pp |
| Annual return | 5.67% | 7.18%-1.5pp | 2.89%+2.8pp | 7.18%-1.5pp |
| Employer contribution / active EE | $11,823 | $13,095-9.7% | $39,831-70.3% | $13,095-9.7% |
| Participant deferral / active EE | $0 | $385-100.0% | $99-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $478-100.0% | $362-100.0% |