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| Provider | Service type | Compensation |
|---|---|---|
BOSTON COMMONS1+ years Service code 27 · EIN 74-3067043 | Advisory (Plan) | $54,682 |
PHILADELPHIA TRUST COMPANY1+ years Filed as: PHILADELPHIA TRUST Service code 26 · EIN 23-2979239 | Advisory (Participants) | $34,745 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $32,172 |
FORTALEZA1+ years Service code 27 · EIN 36-3708000 | Advisory (Plan) | $24,951 |
PAN/GANNETTE WELSH1+ years Service code 27 · EIN 80-0250512 | Advisory (Plan) | $20,392 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL Service code 27 · EIN 42-1520346 | Advisory (Plan) | $12,571 |
AIG1+ years Service code 22 · EIN 66-0319193 | Insurance Broker | $12,150 |
NEWGATE1+ years Service code 27 · EIN 04-2941344 | Advisory (Plan) | $8,735 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $83,167-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 77.9%-77.9pp | 0.8%-0.8pp |
| Annual return | -2.96% | -0.60%-2.4pp | -0.37%-2.6pp | -0.60%-2.4pp |
| Employer contribution / active EE | $5,017 | $12,272-59.1% | $27,460-81.7% | $12,272-59.1% |
| Participant deferral / active EE | $0 | $416-100.0% | $1,021-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,063-100.0% | $717-100.0% |