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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 | $139,834 |
DANIEL F. FRIEL, CPA, PC4+ years Service code 10 · EIN 04-2713878 404 WYMAN STREET 380 · WALTHAM, MA 024511212 | Accounting | $25,000 |
CHIMENTO AND WEBB PC2 years Filed as: CHIMENTO & WEBB,PC Service code 29 · EIN 47-1507939 333 ELM STREET · DEDHAM, MA 02026 | Legal | $22,858 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET Service code 19 · EIN 04-1867445 380 RUSSELL STREET · HADLEY, MA 01035 | Securities Custodian | $16,025 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $375,816 | $85,171+341.2% | $172,753+117.5% | $72,976+415.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 5.39% | 27.32%-21.9pp | 803.00%-797.6pp | 81.02%-75.6pp |
| Employer contribution / active EE | $11,382 | $3,324+242.4% | $5,144+121.3% | $2,440+366.5% |
| Participant deferral / active EE | $6,343 | $3,260+94.6% | $5,198+22.0% | $3,608+75.8% |
| Admin fee / account holder | $1,820 | $5,880-69.1% | $13,956-87.0% | $5,124-64.5% |