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| Provider | Service type | Compensation |
|---|---|---|
BOSTON TRUST WALDEN COMPANY3+ years Filed as: BOSTON TRUST & INVESTMENT MGMT. CO. Service code 28 · EIN 04-6513644 | Investment Management | $20,989 |
UKG INC1 year Filed as: THE ULTIMATE SOFTWARE GROUP, INC. Service code 15 · EIN 65-0694077 | Recordkeeping | $14,253 |
BOSTON BENEFITS CONSULTING, INC.3+ years Service code 11 · EIN 04-2749141 | Actuarial | $7,490 |
SAMET & COMPANY PC3+ years Filed as: SAMET & COMPANY Service code 10 · EIN 04-3027605 | Accounting | $6,500 |
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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 | $33,246-100.0% | $654,486-100.0% | $33,246-100.0% |
| Participation rate | 0.0% | 92.1%-92.1pp | 100.0%-100.0pp | 92.1%-92.1pp |
| Annual return | 15.67% | 11.10%+4.6pp | -4.04%+19.7pp | 11.10%+4.6pp |
| Employer contribution / active EE | $0 | $11,635-100.0% | $24,515-100.0% | $11,635-100.0% |
| Participant deferral / active EE | $0 | $1,196-100.0% | $12,000-100.0% | $1,196-100.0% |
| Admin fee / account holder | $0 | $3,003-100.0% | $23,561-100.0% | $3,003-100.0% |