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| Provider | Service type | Compensation |
|---|---|---|
BOSTON SHIPPING ASSOCIATION6+ years Service code 13 · EIN 04-2034904 197 8TH STREET, SUITE 775 · CHARLESTOWN, MA 02129 | Contract Administrator | $177,189 |
NEW ENGLAND PENSION CONSULTANTS6+ years Service code 28 · EIN 04-2927339 ONE MAIN STREET, 8TH FLOOR · CAMBRIDGE, MA 02142 | Investment Management | $93,750 |
SANDS CAPITAL MANAGEMENT, LLC6+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 54-1578408 1101 WILSON BOULEVARD, SUITE 2300 · ARLINGTON, VA 22209 | Investment Management | $73,642 |
WALTER & SHUFFAIN, P.C.1 year Service code 10 · EIN 04-3236496 ONE INTERNATIONAL PLACE, SUITE 1010 · BOSTON, MA 02109 | Accounting | $69,000 |
JEANNE CASPER3 years Service code 30 · EIN 01-7526041 197 8TH STREET, SUITE 775 · CHARLESTOWN, MA 02129 | Employee (plan) | $60,200 |
THE BANK OF NEW YORK MELLON6+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 500 GRANT STREET 151-2145 · PITTSBURGH, PA 15258 | Investment Management | $46,137 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: CHARTWELL INVESTMENTS Service code 28 · EIN 23-2891243 1235 WESTLAKES DRIVE, SUITE 400 · BERWYN, PA 19312 | Investment Management | $40,823 |
CHUBB1 year Filed as: CHUBB INSURANCE Service code 23 · EIN 95-2371728 436 WALNUT STREET · PHILADELPHIA, PA 19106 | Insurance services | $30,108 |
Filed as: CBIZ INC Service code 11 · EIN 31-1582098 75 SECOND AVE · NEEDHAM, MA 02494 | Actuarial | $30,100 |
BOSTON TRUST WALDEN COMPANY6+ years Filed as: BOSTON TRUST & INVESTMENT Service code 28 · EIN 04-2273811 ONE BEACON STREET 33RD FLOOR · BOSTON, MA 02108 | Investment Management | $27,223 |
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Employer contribution per participant 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 | $514,344-100.0% | $490,804-100.0% | - |
| Participation rate | 0.0% | 33.3%-33.3pp | 7.1%-7.1pp | - |
| Annual return | 17.71% | 59.12%-41.4pp | 14.84%+2.9pp | - |
| Employer contribution / active EE | $11,486 | $15,022-23.5% | $37,950-69.7% | - |
| Participant deferral / active EE | $0 | $160-100.0% | $127-100.0% | - |
| Admin fee / account holder | $0 | $0 | $1-100.0% | - |