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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS4 years Service code 19 138 ANDOVER ROAD · ANDOVER, MA 01810 | Securities Custodian | $317,452 |
Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 13 · EIN 52-6038497 | Contract Administrator | $295,029 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1835864 | Actuarial | $279,417 |
BENESYS, INC.4 years Filed as: BENESYS INC Service code 13 · EIN 38-2383171 | Contract Administrator | $277,574 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 28 · EIN 04-2895544 | Investment Management | $203,557 |
Service code 27 642 NEWTOWN YARDLEY RD 205 · NEWTOWN, PA 18940 | Advisory (Plan) | $175,000 |
O'DONOGHUE & O'DONOGHUE7+ years Service code 29 · EIN 53-0120528 | Legal | $166,773 |
AMERICAN REALTY ADVISORS7+ years Service code 28 · EIN 33-0123114 | Investment Management | $117,523 |
CALIBRE CPA GROUP PLLC4 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $90,980 |
Filed as: HARDMAN JOHNSTON Service code 28 · EIN 13-3257590 | Investment Management | $73,505 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -4.34% | -7.95%+3.6pp | -5.85%+1.5pp | 23.41%-27.8pp |
| Employer contribution / active EE | $13,798 | $13,972-1.2% | $31,839-56.7% | $12,650+9.1% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |