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| Provider | Service type | Compensation |
|---|---|---|
BOSTON COMMONS2+ years Service code 27 · EIN 74-3067043 | Advisory (Plan) | $111,374 |
PAN/GANNETTE WELSH2+ years Service code 27 · EIN 80-0250512 | Advisory (Plan) | $45,815 |
BUCK GLOBAL, LLC1 year Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $34,632 |
FORTALEZA2+ years Service code 27 · EIN 36-3708000 | Advisory (Plan) | $25,430 |
PHILADELPHIA TRUST COMPANY2+ years Filed as: PHILADELPHIA TRUST Service code 26 · EIN 23-2979239 | Advisory (Participants) | $22,269 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL Service code 27 · EIN 42-1520346 | Advisory (Plan) | $19,205 |
AIG2+ years Service code 22 · EIN 66-0319193 | Insurance Broker | $12,150 |
NEWGATE2+ years Service code 27 · EIN 04-2941344 | Advisory (Plan) | $5,878 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $110,523-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 47.6%-47.6pp | 1.8%-1.8pp |
| Annual return | 5.63% | 7.18%-1.6pp | 1.69%+3.9pp | 7.18%-1.6pp |
| Employer contribution / active EE | $3,026 | $13,095-76.9% | $24,295-87.5% | $13,095-76.9% |
| Participant deferral / active EE | $0 | $385-100.0% | $1,031-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $1,392-100.0% | $362-100.0% |