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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INSTL OPERATION Service code 37 · EIN 04-2647786 FIDELITY INVESTMENTS INTL OPERATION · BOSTON, MA 02110 | Loan Processing | $40,056 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
WALTER & SHUFFAIN, P.C.4 years Service code 99 · EIN 04-3236498 ONE INTERNATIONAL PLACE, SUITE 1010 · BOSTON, MA 02110 | Other Fees | $24,500 |
CHUBB4 years Filed as: CHUBB INC HOLDINGS INC Service code 23 · EIN 95-2371728 436 WALNUT STREET WA03N · PHILADELPHIA, PA 19106 | Insurance services | $11,858 |
BOSTON SHIPPING ASSOC.9+ years Service code 13 · EIN 04-2034907 197 8TH STREET, SUITE 775 · CHARLESTOWN, MA 02129 | Contract Administrator | $5,836 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,102 | $55,402+143.9% | $76,089+77.6% | $77,714+73.8% |
| Participation rate | 89.9% | 63.6%+26.3pp | 69.1%+20.8pp | 70.6%+19.3pp |
| Annual return | 27.21% | 17.09%+10.1pp | 360.94%-333.7pp | 31.26%-4.0pp |
| Employer contribution / active EE | $5,396 | $1,789+201.5% | $2,690+100.6% | $2,727+97.9% |
| Participant deferral / active EE | $0 | $3,450-100.0% | $4,259-100.0% | $4,649-100.0% |
| Admin fee / account holder | $282 | $410-31.3% | $6,418-95.6% | $433-34.9% |