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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 | $31,743 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
WALTER & SHUFFAIN, P.C.5 years Service code 99 · EIN 04-3236498 ONE INTERNATIONAL PLACE, SUITE 1010 · BOSTON, MA 02110 | Other Fees | $25,000 |
CHUBB5 years Filed as: CHUBB INC HOLDINGS INC Service code 23 · EIN 95-2371728 436 WALNUT STREET WA03N · PHILADELPHIA, PA 19106 | Insurance services | $13,191 |
BOSTON SHIPPING ASSOC.10+ 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 | $156,360 | $42,378+269.0% | $78,004+100.5% | $71,012+120.2% |
| Participation rate | 87.8% | 46.9%+40.9pp | 69.4%+18.4pp | 58.6%+29.3pp |
| Annual return | 15.10% | 19.23%-4.1pp | 31.07%-16.0pp | 37.67%-22.6pp |
| Employer contribution / active EE | $8,073 | $1,375+487.1% | $2,469+227.0% | $2,348+243.8% |
| Participant deferral / active EE | $0 | $2,097-100.0% | $4,092-100.0% | $3,246-100.0% |
| Admin fee / account holder | $267 | $2,377-88.8% | $7,578-96.5% | $1,167-77.1% |