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| Provider | Service type | Compensation |
|---|---|---|
BOSTON TRUST WALDEN COMPANY2+ years Filed as: BOSTON TRUST & INVESTMENT MGMT. CO. Service code 28 · EIN 04-6513644 | Investment Management | $20,164 |
BOSTON BENEFITS CONSULTING, INC.2+ years Service code 11 · EIN 04-2749141 | Actuarial | $7,270 |
SAMET & COMPANY PC2+ years Filed as: SAMET & COMPANY Service code 10 · EIN 04-3027605 | Accounting | $6,250 |
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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 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 | $24,209-100.0% | $567,892-100.0% | $24,209-100.0% |
| Participation rate | 0.0% | 93.3%-93.3pp | 100.0%-100.0pp | 93.3%-93.3pp |
| Annual return | 8.99% | 3.91%+5.1pp | 5.58%+3.4pp | 3.91%+5.1pp |
| Employer contribution / active EE | $0 | $8,642-100.0% | $14,683-100.0% | $8,642-100.0% |
| Participant deferral / active EE | $0 | $960-100.0% | $8,000-100.0% | $960-100.0% |
| Admin fee / account holder | $0 | $1,157-100.0% | $22,247-100.0% | $1,157-100.0% |