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| Provider | Service type | Compensation |
|---|---|---|
BOSTON SHIPPING ASSOCIATION9+ years Service code 13 · EIN 04-2034904 197 8TH STREET, SUITE 775 · CHARLESTOWN, MA 02129 | Contract Administrator | $177,189 |
NEW ENGLAND PENSION CONSULTANTS9+ years Service code 28 · EIN 04-2927339 ONE MAIN STREET, 8TH FLOOR · CAMBRIDGE, MA 02142 | Investment Management | $90,000 |
JEANNE CASPER6 years Service code 30 · EIN 01-7526041 197 8TH STREET, SUITE 775 · CHARLESTOWN, MA 02129 | Employee (plan) | $75,658 |
SANDS CAPITAL MANAGEMENT, LLC9+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 54-1578408 1101 WILSON BOULEVARD, SUITE 2300 · ARLINGTON, VA 22209 | Investment Management | $51,821 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: CHARTWELL INVESTMENTS Service code 28 · EIN 23-2891243 1235 WESTLAKES DRIVE, SUITE 400 · BERWYN, PA 19312 | Investment Management | $44,493 |
WALTER & SHUFFAIN, P.C.4 years Service code 10 · EIN 04-3236496 ONE INTERNATIONAL PLACE, SUITE 1010 · BOSTON, MA 02109 | Accounting | $38,000 |
CHUBB4 years Filed as: CHUBB INSURANCE Service code 23 · EIN 95-2371728 436 WALNUT STREET · PHILADELPHIA, PA 19106 | Insurance services | $32,332 |
Filed as: CBIZ INC Service code 11 · EIN 31-1582098 53 STATE STREET, 17TH FLOOR · BOSTON, MA 02109 | Actuarial | $31,000 |
BOSTON TRUST WALDEN COMPANY3 years Filed as: BOSTON TRUST WALDEN CO. Service code 28 · EIN 04-2273811 ONE BEACON STREET 34TH FLOOR · BOSTON, MA 02108 | Investment Management | $27,878 |
MILA MANAGED HEALTH CARE8 years Service code 49 · EIN 13-3968546 111 BROADWAY, 5TH FLOOR · NEW YORK, NY 100061901 | Other Services | $21,416 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 17.93% | 8.51%+9.4pp | 10.53%+7.4pp | 8.76%+9.2pp |
| Employer contribution / active EE | $12,965 | $16,216-20.0% | $26,797-51.6% | $16,664-22.2% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |