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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INSTL OPERATION Service code 27 · EIN 04-2647786 FIDELITY INVESTMENTS INTL OPERATION · BOSTON, MA 02110 | Advisory (Plan) | $86,318 |
RUSSELL, BRIER & CO. LLP2+ years Service code 99 · EIN 04-1796830 TEN POST OFFICE SQUARE · BOSTON, MA 02109 | Other Fees | $19,000 |
BOSTON SHIPPING ASSOC.2+ years Service code 13 · EIN 04-2034907 197 8TH STREET, SUITE 775 · CHARLESTOWN, MA 02129 | Contract Administrator | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,558 | $44,059+62.4% | $71,671-0.2% | $69,631+2.8% |
| Participation rate | 100.0% | 60.8%+39.2pp | 68.7%+31.3pp | 70.7%+29.3pp |
| Annual return | 11.84% | 21.97%-10.1pp | 20.65%-8.8pp | 27571.02%-27559.2pp |
| Employer contribution / active EE | $3,329 | $1,305+155.2% | $2,460+35.3% | $2,032+63.8% |
| Participant deferral / active EE | $0 | $2,370-100.0% | $3,438-100.0% | $3,224-100.0% |
| Admin fee / account holder | $301 | $108+179.7% | $5,558-94.6% | $110+172.7% |