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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 21 · EIN 25-1442864 500 GRANT STREET 151-2145 · PITTSBURGH, PA 15258 | Bank Trustee | $166,597 |
BOSTON SHIPPING ASSOCIATION1+ years Service code 13 · EIN 04-2034904 197 8TH STREET, SUITE 775 · CHARLESTOWN, MA 02129 | Contract Administrator | $151,800 |
WILLIAM J. MILLER1+ years Service code 13 · EIN 02-9227872 197 8TH STREET, SUITE 775 · CHARLESTOWN, MA 02129 | Contract Administrator | $89,496 |
NEW ENGLAND PENSION CONSULTANTS1+ years Service code 20 · EIN 04-2927339 ONE MAIN STREET, 8TH FLOOR · CAMBRIDGE, MA 02142 | Trustee (individual) | $75,108 |
SANDS CAPITAL MANAGEMENT, LLC1+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 21 · EIN 54-1578408 1101 WILSON BOULEVARD, SUITE 2300 · ARLINGTON, VA 22209 | Bank Trustee | $50,776 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 ONE BEACON STREET 33RD FL · NORTH QUINCY, MA 02171 | Securities Custodian | $47,414 |
RUSSELL, BRIER & CO. LLP1+ years Service code 10 · EIN 04-1796830 TEN POST OFFICE SQUARE 6TH FLOOR · BOSTON, MA 02109 | Accounting | $34,000 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL INVESTMENTS Service code 21 · EIN 23-2891243 1235 WESTLAKES DRIVE, SUITE 400 · BERWYN, PA 19312 | Bank Trustee | $33,167 |
BOSTON TRUST WALDEN COMPANY1+ years Filed as: BOSTON TRUST & INVESTMENT Service code 21 · EIN 04-2273811 ONE BEACON STREET 33RD FL · BOSTON, MA 02108 | Bank Trustee | $17,855 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: SSGA-STATE STREET GLOBAL ADVISORS Service code 51 · EIN 04-1867445 ONE MONARCH DRIVE W5A · NORTH QUINCY, MA 02171 | Investment Mgmt Fees | $12,500 |
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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 | $35,636-100.0% | $442,730-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 1.8%-1.8pp |
| Annual return | 6.49% | 4.38%+2.1pp | 4.72%+1.8pp | 7.18%-0.7pp |
| Employer contribution / active EE | $12,575 | $13,406-6.2% | $30,821-59.2% | $13,095-4.0% |
| Participant deferral / active EE | $0 | $1,941-100.0% | $113-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $2,146-100.0% | $362-100.0% |