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| Provider | Service type | Compensation |
|---|---|---|
BOSTON TRUST WALDEN COMPANY9+ years Filed as: BOSTON TRUST & INVESTMENT MGMT. CO. Service code 28 · EIN 04-6513644 | Investment Management | $20,293 |
HILCO VISION3 years Service code 14 · EIN 81-0608730 | Plan Administrator | $14,784 |
FORVIS, LLP1 year Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $9,360 |
BOSTON BENEFITS CONSULTING, INC.9+ years Service code 11 · EIN 04-2749141 | Actuarial | $9,290 |
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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 | $195,758-100.0% | $182,032-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.9%-55.9pp |
| Annual return | 11.24% | 3.70%+7.5pp | 7.69%+3.5pp | 24.44%-13.2pp |
| Employer contribution / active EE | $0 | $38,258-100.0% | $28,501-100.0% | $41,341-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,013-100.0% |