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| Provider | Service type | Compensation |
|---|---|---|
ANCHOR CAPITAL ADVISORS LLC2 years Filed as: ANCHOR CAPITAL ADVISORS, LLC Service code 28 · EIN 20-4669888 | Investment Management | $48,624 |
WAGNER & ZWERMAN LLP5+ years Filed as: WAGNER BOWMAN MANAGEMENT CORP Service code 28 · EIN 52-1470972 | Investment Management | $47,987 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 19 · EIN 59-1237041 | Securities Custodian | $29,963 |
ABATO, RUBENSTEIN & ABATO2 years Filed as: ABATO, RUBENSTEIN AND ABATO, P.A. Service code 29 · EIN 52-0904713 | Legal | $21,796 |
WEYRICH, CRONIN & SORRA, LLC3 years Service code 10 · EIN 81-4643077 | Accounting | $12,825 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 53 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Insurance Commissions | $11,194 |
BENEFIT ADMINISTRATION, INC.5+ years Filed as: BENEFIT ADMINISTRATION CORPORATION, Service code 13 · EIN 52-1139156 | Contract Administrator | $9,216 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 21 100 NORTH TRYON STREET · CHARLOTTE, NC 28255 | Bank Trustee | $8,532 |
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 | $30,254 | $65,376-53.7% | $87,102-65.3% | $65,185-53.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 20.30% | 31.27%-11.0pp | 28.19%-7.9pp | 29.38%-9.1pp |
| Employer contribution / active EE | $2,952 | $1,822+62.0% | $2,521+17.1% | $2,177+35.6% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,048-100.0% | $3,514-100.0% |
| Admin fee / account holder | $262 | $520-49.7% | $7,491-96.5% | $847-69.1% |