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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $35,000 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB CAPITAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $30,233 |
NEW ENGLAND PENSION CONSULTANTS4+ years Service code 27 255 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $29,992 |
EATON VANCE4+ years Filed as: EATON VANCE MANAGEMENT (HEXAVEST) Service code 28 TWO INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $24,908 |
ACADIAN ASSET MANAGEMENT LLC3 years Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 28 · EIN 04-2929221 | Investment Management | $19,061 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 28 201 WASHINGTON STREET, 24TH FLOOR · BOSTON, MA 02108 | Investment Management | $18,753 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $15,500 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $15,423 |
SLEVIN & HART, P.C.4+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $14,257 |
WELLINGTON TRUST COMPANY3 years Service code 28 · EIN 04-2755549 | Investment Management | $12,204 |
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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 | $5,399,274-100.0% | $568,132-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 13.0%-13.0pp |
| Annual return | 12.59% | 12.98%-0.4pp | 14.64%-2.0pp | 13.59%-1.0pp |
| Employer contribution / active EE | $61,724 | $16,363+277.2% | $41,831+47.6% | $14,592+323.0% |
| Participant deferral / active EE | $0 | $94-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $548,767-100.0% | $36,942-100.0% | $29,657-100.0% |