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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL, BRIER & CO. LLP1+ years Service code 99 · EIN 04-1796830 TEN POST OFFICE SQUARE · BOSTON, MA 02109 | Other Fees | $18,000 |
BOSTON SHIPPING ASSOC.1+ years Service code 13 · EIN 04-2034907 197 8TH STREET, SUITE 775 · CHARLESTOWN, MA 02129 | Contract Administrator | $5,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,206 | $39,819+61.2% | $67,834-5.3% | $57,658+11.4% |
| Participation rate | 100.0% | 61.2%+38.8pp | 68.8%+31.2pp | 70.2%+29.8pp |
| Annual return | 9.18% | 9.19%0pp | 138.47%-129.3pp | 5.13%+4.0pp |
| Employer contribution / active EE | $5,081 | $1,277+297.9% | $2,403+111.4% | $1,974+157.4% |
| Participant deferral / active EE | $0 | $2,209-100.0% | $3,160-100.0% | $3,061-100.0% |
| Admin fee / account holder | $105 | $84+25.3% | $4,622-97.7% | $95+10.9% |