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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) | $66,829 |
RUSSELL, BRIER & CO. LLP3+ years Service code 99 · EIN 04-1796830 TEN POST OFFICE SQUARE · BOSTON, MA 02109 | Other Fees | $19,000 |
BOSTON SHIPPING ASSOC.3+ years Service code 13 · EIN 04-2034907 197 8TH STREET, SUITE 775 · CHARLESTOWN, MA 02129 | Contract Administrator | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,889 | $41,467+95.1% | $67,313+20.2% | $55,725+45.2% |
| Participation rate | 89.9% | 62.5%+27.4pp | 69.1%+20.8pp | 70.9%+19.1pp |
| Annual return | 8.81% | 0.82%+8.0pp | -4.08%+12.9pp | 244.93%-236.1pp |
| Employer contribution / active EE | $4,015 | $1,316+205.0% | $2,566+56.5% | $2,078+93.2% |
| Participant deferral / active EE | $0 | $2,399-100.0% | $3,568-100.0% | $3,356-100.0% |
| Admin fee / account holder | $266 | $102+160.9% | $4,507-94.1% | $115+131.2% |