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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GW & K INVESTMENT MANAGEMENT Service code 28 · EIN 80-0250512 222 BERKLEY STREET · BOSTON, MA 02116 | Investment Management | $103,936 |
DANIEL F. FRIEL, CPA, PC6+ years Service code 10 · EIN 04-2713878 404 WYMAN STREET 380 · WALTHAM, MA 024511212 | Accounting | $34,500 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET Service code 19 · EIN 04-1867445 380 RUSSELL STREET · HADLEY, MA 01035 | Securities Custodian | $10,801 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,349 | $95,415+197.0% | $185,851+52.5% | $85,851+230.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 19.82% | 23.59%-3.8pp | 122.11%-102.3pp | 318.63%-298.8pp |
| Employer contribution / active EE | $8,463 | $3,314+155.4% | $5,168+63.7% | $2,565+229.9% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,250 | $7,215-82.7% | $16,245-92.3% | $6,261-80.0% |