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| Provider | Service type | Compensation |
|---|---|---|
BOSTON TRUST WALDEN COMPANY4+ years Filed as: BOSTON TRUST & INVESTMENT MGMT. CO. Service code 28 · EIN 04-6513644 | Investment Management | $22,144 |
BOSTON BENEFITS CONSULTING, INC.4+ years Service code 11 · EIN 04-2749141 | Actuarial | $7,710 |
SAMET & COMPANY PC4+ years Filed as: SAMET & COMPANY Service code 10 · EIN 04-3027605 | Accounting | $6,750 |
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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 | $26,972-100.0% | $603,211-100.0% | $26,972-100.0% |
| Participation rate | 0.0% | 99.6%-99.6pp | 100.0%-100.0pp | 99.6%-99.6pp |
| Annual return | -1.10% | 6.65%-7.7pp | 1.28%-2.4pp | 6.65%-7.7pp |
| Employer contribution / active EE | $0 | $12,629-100.0% | $17,203-100.0% | $12,629-100.0% |
| Participant deferral / active EE | $0 | $728-100.0% | $9,661-100.0% | $728-100.0% |
| Admin fee / account holder | $0 | $4,261-100.0% | $27,484-100.0% | $4,261-100.0% |