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| Provider | Service type | Compensation |
|---|---|---|
NEW ENGLAND PENSION CONSULTANTS1+ years Service code 27 | Advisory (Plan) | $85,100 |
EATON VANCE1+ years Filed as: EATON VANCE MANAGEMENT (HEXAVEST) Service code 28 TWO INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $48,006 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $35,000 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $19,114 |
SALTER & COMPANY, LLC1+ years Service code 10 · EIN 20-8078757 | Accounting | $14,850 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $13,968 |
SLEVIN & HART, P.C.1+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $9,746 |
BROADPOINT, INC.1+ years Service code 16 7501 WISCONSIN AVENUE, SUITE 720W · BETHESDA, MD 20814 | Consulting | $6,328 |
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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 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 4.06% | 5.68%-1.6pp | 4.74%-0.7pp | 4.56%-0.5pp |
| Employer contribution / active EE | $66,845 | $16,243+311.5% | $36,089+85.2% | $15,526+330.5% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |