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| Provider | Service type | Compensation |
|---|---|---|
BOSTON SHIPPING ASSOCIATION2+ years Service code 13 · EIN 04-2034904 197 8TH STREET, SUITE 775 · CHARLESTOWN, MA 02129 | Contract Administrator | $151,800 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 500 GRANT STREET 151-2145 · PITTSBURGH, PA 15258 | Investment Management | $126,123 |
NEW ENGLAND PENSION CONSULTANTS2+ years Service code 28 · EIN 04-2927339 ONE MAIN STREET, 8TH FLOOR · CAMBRIDGE, MA 02142 | Investment Management | $75,000 |
WILLIAM J. MILLER2+ years Service code 30 · EIN 02-9227872 197 8TH STREET, SUITE 775 · CHARLESTOWN, MA 02129 | Employee (plan) | $67,318 |
SANDS CAPITAL MANAGEMENT, LLC2+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 54-1578408 1101 WILSON BOULEVARD, SUITE 2300 · ARLINGTON, VA 22209 | Investment Management | $52,649 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 ONE BEACON STREET 33RD FL · NORTH QUINCY, MA 02171 | Securities Custodian | $38,262 |
RUSSELL, BRIER & CO. LLP2+ years Service code 10 · EIN 04-1796830 TEN POST OFFICE SQUARE 6TH FLOOR · BOSTON, MA 02109 | Accounting | $34,000 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHARTWELL INVESTMENTS Service code 28 · EIN 23-2891243 1235 WESTLAKES DRIVE, SUITE 400 · BERWYN, PA 19312 | Investment Management | $32,747 |
Filed as: CBIZ INC Service code 11 · EIN 31-1582098 75 SECOND AVE · NEEDHAM, MA 02494 | Actuarial | $28,000 |
BOSTON TRUST WALDEN COMPANY2+ years Filed as: BOSTON TRUST & INVESTMENT Service code 28 · EIN 04-2273811 ONE BEACON STREET 33RD FL · BOSTON, MA 02108 | Investment Management | $19,108 |
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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 | $1,723,788-100.0% | $85,985-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 1.9%-1.9pp |
| Annual return | 9.79% | 11.16%-1.4pp | 14.20%-4.4pp | 23.90%-14.1pp |
| Employer contribution / active EE | $12,627 | $17,064-26.0% | $27,968-54.9% | $16,539-23.7% |
| Participant deferral / active EE | $0 | $1,954-100.0% | $576-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $6,028-100.0% | $18,975-100.0% |