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| Provider | Service type | Compensation |
|---|---|---|
BOSTON SHIPPING ASSOCIATION10+ years Service code 13 · EIN 04-2034904 197 8TH STREET, SUITE 775 · CHARLESTOWN, MA 02129 | Contract Administrator | $177,189 |
RICHARD BRENNAN1 year Service code 30 · EIN 01-9588523 197 8TH STREET, SUITE 775 · CHARLESTOWN, MA 02129 | Employee (plan) | $105,872 |
NEW ENGLAND PENSION CONSULTANTS10+ years Service code 28 · EIN 04-2927339 ONE MAIN STREET, 8TH FLOOR · CAMBRIDGE, MA 02142 | Investment Management | $90,000 |
SANDS CAPITAL MANAGEMENT, LLC10+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 54-1578408 1101 WILSON BOULEVARD, SUITE 2300 · ARLINGTON, VA 22209 | Investment Management | $73,620 |
WALTER & SHUFFAIN, P.C.5 years Service code 10 · EIN 04-3236496 ONE INTERNATIONAL PLACE, SUITE 1010 · BOSTON, MA 02109 | Accounting | $45,500 |
Filed as: CBIZ INC Service code 11 · EIN 31-1582098 53 STATE STREET, 17TH FLOOR · BOSTON, MA 02109 | Actuarial | $41,750 |
THE BANK OF NEW YORK MELLON6 years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 7TH WASHINGTON · ST. LOUIS, MO 63101 | Securities Custodian | $40,661 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: CHARTWELL INVESTMENTS Service code 28 · EIN 23-2891243 1235 WESTLAKES DRIVE, SUITE 400 · BERWYN, PA 19312 | Investment Management | $30,717 |
BOSTON TRUST WALDEN COMPANY4 years Filed as: BOSTON TRUST WALDEN CO. Service code 28 · EIN 04-2273811 ONE BEACON STREET 34TH FLOOR · BOSTON, MA 02108 | Investment Management | $28,512 |
MILA MANAGED HEALTH CARE9 years Service code 49 · EIN 13-3968546 111 BROADWAY, 5TH FLOOR · NEW YORK, NY 100061901 | Other Services | $22,552 |
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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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 7.34% | 10.77%-3.4pp | 19.25%-11.9pp | 10.77%-3.4pp |
| Employer contribution / active EE | $12,667 | $15,292-17.2% | $28,682-55.8% | $15,292-17.2% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $55-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |