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| Provider | Service type | Compensation |
|---|---|---|
BOSTON COMMONS3+ years Service code 27 · EIN 74-3067043 | Advisory (Plan) | $64,825 |
PHILADELPHIA TRUST COMPANY3+ years Filed as: PHILADELPHIA TRUST Service code 26 · EIN 23-2979239 | Advisory (Participants) | $39,123 |
FORTALEZA3+ years Service code 27 · EIN 36-3708000 | Advisory (Plan) | $18,614 |
PAN/GANNETTE WELSH3+ years Service code 27 · EIN 80-0250512 | Advisory (Plan) | $17,538 |
Filed as: CONDUENT Service code 11 · EIN 81-2983623 | Actuarial | $16,653 |
AIG3+ years Service code 22 · EIN 66-0319193 | Insurance Broker | $12,230 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL Service code 27 · EIN 42-1520346 | Advisory (Plan) | $7,217 |
NEWGATE3+ years Service code 27 · EIN 04-2941344 | Advisory (Plan) | $80 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $1,723,788-100.0% | $127,144-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 62.9%-62.9pp | 1.9%-1.9pp |
| Annual return | 12.87% | 23.90%-11.0pp | 9.35%+3.5pp | 23.90%-11.0pp |
| Employer contribution / active EE | $5,692 | $16,539-65.6% | $25,504-77.7% | $16,539-65.6% |
| Participant deferral / active EE | $0 | $350-100.0% | $1,066-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,049-100.0% | $18,975-100.0% |