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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOSTON TRUST & INVESTMENT MGMT CO. Service code 19 · EIN 04-2273811 | Securities Custodian | $245,354 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1928058 | Actuarial | $59,884 |
AMALGAMATED1 year Filed as: ALICARE, INC. Service code 12 · EIN 13-3432221 | Investment management fees paid direc... | $25,140 |
RAPHAEL AND RAPHAEL LLP1 year Filed as: RAPHAEL & RAPHAEL LLP Service code 10 · EIN 04-2206126 | Accounting | $14,500 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ROITMAN, LLP Service code 29 · EIN 04-2489114 | Legal | $6,533 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $1,723,788-100.0% | $350,496-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 1.9%-1.9pp |
| Annual return | 15.93% | 11.05%+4.9pp | 12.88%+3.0pp | 23.90%-8.0pp |
| Employer contribution / active EE | $5,091 | $15,936-68.1% | $40,010-87.3% | $16,539-69.2% |
| Participant deferral / active EE | $0 | $41-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,226-100.0% | $18,975-100.0% |