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| Provider | Service type | Compensation |
|---|---|---|
NEW ENGLAND PENSION CONSULTANTS3+ years Service code 27 255 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $88,535 |
EATON VANCE3+ years Filed as: EATON VANCE MANAGEMENT (HEXAVEST) Service code 28 TWO INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $50,410 |
ACADIAN ASSET MANAGEMENT LLC2 years Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 28 · EIN 04-2929221 | Investment Management | $44,618 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $37,890 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 28 201 WASHINGTON STREET, 24TH FLOOR · BOSTON, MA 02108 | Investment Management | $28,279 |
WELLINGTON TRUST COMPANY2 years Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $25,781 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $16,039 |
SALTER & COMPANY, LLC3+ years Service code 10 · EIN 20-8078757 | Accounting | $15,500 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB CAPITAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $14,462 |
Filed as: INCOME RESEARCH + MANAGEMENT Service code 28 · EIN 04-2955404 100 FEDERAL STREET, 30TH FLOOR · BOSTON, MA 02110 | Investment Management | $13,848 |
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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 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | -1.29% | -1.56%+0.3pp | -2.18%+0.9pp | 10.56%-11.8pp |
| Employer contribution / active EE | $70,934 | $15,244+365.3% | $38,751+83.1% | $13,643+419.9% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |