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| Provider | Service type | Compensation |
|---|---|---|
BOSTON TRUST WALDEN COMPANY6 years Filed as: BOSTON TRUST & INVESTMENT MGMT CO. Service code 19 · EIN 04-2273811 | Securities Custodian | $339,142 |
THE SEGAL COMPANY5 years Filed as: THE SEGAL GROUP Service code 11 · EIN 13-1928058 | Actuarial | $52,794 |
AMALGAMATED1 year Filed as: AMALGAMATED EMPLOYEE BENEFITS ADM. Service code 12 · EIN 13-3432221 | Claims processing; Investment managem... | $24,060 |
NOVAK FRANCELLA LLC5 years Service code 10 · EIN 61-1436956 | Accounting | $15,250 |
THE SEGAL COMPANY8+ years Filed as: SEGAL ROITMAN, LLP Service code 29 · EIN 04-2489114 | Legal | $10,725 |
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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 | $164,233-100.0% | $565,817-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.9%-29.9pp | 0.0%0pp |
| Annual return | -11.55% | -12.27%+0.7pp | -8.79%-2.8pp | 2.77%-14.3pp |
| Employer contribution / active EE | $5,594 | $13,732-59.3% | $43,463-87.1% | $15,262-63.3% |
| Participant deferral / active EE | $0 | $0 | $12-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $866-100.0% | $1,015-100.0% |