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| Provider | Service type | Compensation |
|---|---|---|
BOSTON SHIPPING ASSOCIATION5+ years Service code 13 · EIN 04-2034904 197 8TH STREET, SUITE 775 · CHARLESTOWN, MA 02129 | Contract Administrator | $218,479 |
SANDS CAPITAL MANAGEMENT, LLC5+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 54-1578408 1101 WILSON BOULEVARD, SUITE 2300 · ARLINGTON, VA 22209 | Investment Management | $100,970 |
NEW ENGLAND PENSION CONSULTANTS5+ years Service code 28 · EIN 04-2927339 ONE MAIN STREET, 8TH FLOOR · CAMBRIDGE, MA 02142 | Investment Management | $74,953 |
JEANNE CASPER2 years Service code 30 · EIN 01-7526041 197 8TH STREET, SUITE 775 · CHARLESTOWN, MA 02129 | Employee (plan) | $60,079 |
THE BANK OF NEW YORK MELLON5+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 500 GRANT STREET 151-2145 · PITTSBURGH, PA 15258 | Investment Management | $59,931 |
RUSSELL, BRIER & CO. LLP5+ years Service code 10 · EIN 04-1796830 TEN POST OFFICE SQUARE 6TH FLOOR · BOSTON, MA 02109 | Accounting | $34,500 |
Filed as: CBIZ INC Service code 11 · EIN 31-1582098 75 SECOND AVE · NEEDHAM, MA 02494 | Actuarial | $29,000 |
Filed as: U.S. BANK Service code 19 · EIN 31-0841368 7TH WASHINGTON · ST. LOUIS, MO 63101 | Securities Custodian | $21,345 |
MILA MANAGED HEALTH CARE4 years Service code 49 · EIN 13-3968546 111 BROADWAY, 5TH FLOOR · NEW YORK, NY 100061901 | Other Services | $19,629 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CHARTWELL INVESTMENTS Service code 28 · EIN 23-2891243 1235 WESTLAKES DRIVE, SUITE 400 · BERWYN, PA 19312 | Investment Management | $19,196 |
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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 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | 8.90% | 15.15%-6.3pp | 10.57%-1.7pp | 11.45%-2.6pp |
| Employer contribution / active EE | $11,750 | $16,781-30.0% | $29,483-60.1% | $17,219-31.8% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $150-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |