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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 | $107,940 |
DANIEL F. FRIEL, CPA, PC5+ years Service code 10 · EIN 04-2713878 404 WYMAN STREET 380 · WALTHAM, MA 024511212 | Accounting | $34,500 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET Service code 19 · EIN 04-1867445 380 RUSSELL STREET · HADLEY, MA 01035 | Securities Custodian | $12,265 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $291,336 | $91,198+219.5% | $178,503+63.2% | $79,856+264.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 6.31% | 24.20%-17.9pp | 151.12%-144.8pp | 31.71%-25.4pp |
| Employer contribution / active EE | $8,707 | $3,257+167.4% | $5,011+73.8% | $2,471+252.3% |
| Participant deferral / active EE | $316 | $3,237-90.2% | $5,202-93.9% | $3,741-91.5% |
| Admin fee / account holder | $1,357 | $6,748-79.9% | $13,987-90.3% | $5,306-74.4% |