Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEW ENGLAND PENSION CONSULTANTS2+ years Service code 27 255 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $85,100 |
EATON VANCE2+ years Filed as: EATON VANCE MANAGEMENT (HEXAVEST) Service code 28 TWO INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $49,322 |
Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 28 · EIN 04-2929221 | Investment Management | $36,097 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $35,000 |
Filed as: BNY MELLON Service code 28 201 WASHINGTON STREET, 24TH FLOOR · BOSTON, MA 02108 | Investment Management | $21,915 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $16,486 |
SALTER & COMPANY, LLC2+ years Service code 10 · EIN 20-8078757 | Accounting | $15,500 |
WELLINGTON TRUST COMPANY1 year Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $12,313 |
Filed as: INCOME RESEARCH MANAGEMENT Service code 28 100 FEDERAL STREET, 30TH FLOOR · BOSTON, MA 02110 | Investment Management | $11,433 |
SLEVIN & HART, P.C.2+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $5,349 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $46,757-100.0% | $411,917-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.3%-11.3pp |
| Annual return | 14.15% | 11.16%+3.0pp | 10.36%+3.8pp | 10.41%+3.7pp |
| Employer contribution / active EE | $79,008 | $16,610+375.7% | $37,738+109.4% | $14,691+437.8% |
| Participant deferral / active EE | $0 | $28-100.0% | $137-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $15,661-100.0% | $2,646-100.0% |