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| Provider | Service type | Compensation |
|---|---|---|
HILCO VISION4 years Service code 14 · EIN 81-0608730 | Plan Administrator | $140,406 |
BOSTON TRUST WALDEN COMPANY10+ years Filed as: BOSTON TRUST & INVESTMENT MGMT. CO. Service code 28 · EIN 04-6513644 | Investment Management | $21,027 |
BOSTON BENEFITS CONSULTING, INC.10+ years Service code 11 · EIN 04-2749141 | Actuarial | $9,615 |
AAFCPAS, INC.1 year Filed as: AAFCPAS Service code 10 · EIN 04-2571780 | Accounting | $8,000 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,289-100.0% | $106,128-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.2%-12.2pp | 43.7%-43.7pp |
| Annual return | 5.77% | 3.31%+2.5pp | 5.04%+0.7pp | 13.05%-7.3pp |
| Employer contribution / active EE | $0 | $33,999-100.0% | $26,454-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |