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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 86-0785790 | Accounting | $116,839 |
CHEIRON1 year Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $105,844 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $67,063 |
AMERICAN REALTY ADVISORS5+ years Service code 28 · EIN 33-0123114 | Investment Management | $65,325 |
ONSAGER, WERNER & OBERG, P.L.C.5+ years Service code 29 · EIN 86-0960805 | Legal | $64,728 |
BERRY & CO., CPA'S LTD2 years Service code 10 · EIN 88-0400174 | Accounting | $57,748 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 28 · EIN 04-2755549 | Investment Management | $53,899 |
Service code 28 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Management | $46,414 |
Service code 28 · EIN 26-0340395 | Investment Management | $5,222 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | -4.78% | 6.41%-11.2pp | 8.01%-12.8pp | 11.45%-16.2pp |
| Employer contribution / active EE | $16,279 | $11,592+40.4% | $29,475-44.8% | $17,219-5.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |