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| Provider | Service type | Compensation |
|---|---|---|
BOSTON SHIPPING ASSOCIATION4+ years Service code 13 · EIN 04-2034904 197 8TH STREET, SUITE 775 · CHARLESTOWN, MA 02129 | Contract Administrator | $174,570 |
Filed as: U.S. REAL ESTATE INVESTMENT FUND Service code 28 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $104,510 |
JEANNE CASPER1 year Service code 30 · EIN 01-7526041 197 8TH STREET, SUITE 775 · CHARLESTOWN, MA 02129 | Employee (plan) | $59,031 |
NEW ENGLAND PENSION CONSULTANTS4+ years Service code 28 · EIN 04-2927339 ONE MAIN STREET, 8TH FLOOR · CAMBRIDGE, MA 02142 | Investment Management | $56,297 |
SANDS CAPITAL MANAGEMENT, LLC4+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 54-1578408 1101 WILSON BOULEVARD, SUITE 2300 · ARLINGTON, VA 22209 | Investment Management | $46,450 |
THE BANK OF NEW YORK MELLON4+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 500 GRANT STREET 151-2145 · PITTSBURGH, PA 15258 | Investment Management | $43,748 |
RUSSELL, BRIER & CO. LLP4+ years Service code 10 · EIN 04-1796830 TEN POST OFFICE SQUARE 6TH FLOOR · BOSTON, MA 02109 | Accounting | $37,325 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 ONE BEACON STREET 33RD FL · NORTH QUINCY, MA 02171 | Securities Custodian | $32,385 |
Filed as: CBIZ INC Service code 11 · EIN 31-1582098 75 SECOND AVE · NEEDHAM, MA 02494 | Actuarial | $30,000 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CHARTWELL INVESTMENTS Service code 28 · EIN 23-2891243 1235 WESTLAKES DRIVE, SUITE 400 · BERWYN, PA 19312 | Investment Management | $28,092 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,370,408-100.0% | $94,563-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 1.2%-1.2pp |
| Annual return | 0.42% | 20.24%-19.8pp | 16.32%-15.9pp | 53.27%-52.8pp |
| Employer contribution / active EE | $14,173 | $14,384-1.5% | $31,806-55.4% | $14,774-4.1% |
| Participant deferral / active EE | $0 | $1,713-100.0% | $211-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $0 | $13,289-100.0% |