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| Provider | Service type | Compensation |
|---|---|---|
BOSTON TRUST WALDEN COMPANY8 years Filed as: BOSTON TRUST & INVESTMENT MGMT CO. Service code 19 · EIN 04-2273811 | Securities Custodian | $379,715 |
THE SEGAL COMPANY10+ years Filed as: SEGAL ROITMAN, LLP Service code 29 · EIN 04-2489114 | Legal | $50,929 |
THE SEGAL COMPANY7 years Filed as: THE SEGAL GROUP Service code 11 · EIN 13-1928058 | Actuarial | $39,500 |
AMALGAMATED3 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADM. Service code 12 · EIN 13-3432221 | Claims processing; Investment managem... | $25,815 |
NOVAK FRANCELLA LLC7 years Service code 10 · EIN 61-1436956 | Accounting | $16,500 |
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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 | $0 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | 6.87% | 3.90%+3.0pp | 8.61%-1.7pp | 8.76%-1.9pp |
| Employer contribution / active EE | $5,848 | $12,005-51.3% | $33,046-82.3% | $16,664-64.9% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |