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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) | $66,291 |
RUSSELL, BRIER & CO. LLP4+ years Service code 99 · EIN 04-1796830 TEN POST OFFICE SQUARE · BOSTON, MA 02109 | Other Fees | $22,325 |
BOSTON SHIPPING ASSOC.4+ years Service code 13 · EIN 04-2034907 197 8TH STREET, SUITE 775 · CHARLESTOWN, MA 02129 | Contract Administrator | $5,271 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,422 | $46,423+86.2% | $75,900+13.9% | $67,582+27.9% |
| Participation rate | 89.1% | 63.1%+26.0pp | 69.3%+19.8pp | 71.3%+17.8pp |
| Annual return | 3.59% | 32.29%-28.7pp | 30.73%-27.1pp | 378.57%-375.0pp |
| Employer contribution / active EE | $4,659 | $1,406+231.3% | $2,501+86.3% | $2,148+116.9% |
| Participant deferral / active EE | $0 | $2,564-100.0% | $3,604-100.0% | $3,539-100.0% |
| Admin fee / account holder | $277 | $132+110.3% | $5,421-94.9% | $142+94.7% |