Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 51 · EIN 25-6078093 201 WASHINGTON STREET · BOSTON, MA 02108 | Investment Mgmt Fees | $27,101 |
CHRISTOPHER BROUSAIDES1+ years Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $25,829 |
NEW ENGLAND PENSION CONSULTANTS1+ years Service code 27 · EIN 04-2927339 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Advisory (Plan) | $25,000 |
THE SAVITZ ORGANIZATION1+ years Filed as: THE SAVITZ ORGANIZATION INC Service code 11 · EIN 26-1371674 1845 WALNUT ST SUITE 1400 · PHILADELPHIA, PA 19103 | Actuarial | $22,000 |
MARY DELANEY CERETTO1+ years Filed as: MARY KEOHAN Service code 14 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Plan Administrator | $14,653 |
Filed as: CAMPBELL DEVASTO & ASSOC CPAS Service code 10 · EIN 04-2779892 175 DERBY STREET SUITE 2 · HINGHAM, MA 02043 | Accounting | $12,964 |
KRAKOW & SOURIS1+ years Filed as: KRAKOW & SOURIS LLC Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $12,833 |
ISSI1+ years Service code 99 · EIN 23-2182079 TWO EXECUTIVE CAMPUS 400 · CHERRY HILL, NJ 08002 | Other Fees | $12,465 |
JAMIE BLACKMORE1+ years Filed as: JAMIE BEARS Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $11,787 |
GAIL MILLS1+ years Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $10,996 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | -2.38% | 5.80%-8.2pp | 4.74%-7.1pp | 11.88%-14.3pp |
| Employer contribution / active EE | $17,884 | $15,506+15.3% | $36,089-50.4% | $14,612+22.4% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |