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 |
|---|---|---|
CHRISTOPHER BROUSAIDES4+ years Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $31,686 |
NEW ENGLAND PENSION CONSULTANTS4+ years Service code 27 · EIN 04-2927339 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Advisory (Plan) | $25,000 |
GAIL MILLS4+ years Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $21,653 |
EATON VANCE2 years Filed as: EATON VANCE TRUST COMPANY Service code 51 · EIN 32-0225130 2 INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Mgmt Fees | $17,859 |
Filed as: CAMPBELL DEVASTO & ASSOC CPAS Service code 10 · EIN 04-2779892 175 DERBY STREET SUITE 2 · HINGHAM, MA 02043 | Accounting | $16,894 |
THE BANK OF NEW YORK MELLON4+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 51 · EIN 25-6078093 201 WASHINGTON STREET · BOSTON, MA 02108 | Investment Mgmt Fees | $16,405 |
Filed as: CBIZ SAVITZ Service code 11 · EIN 26-1371674 75 SECOND AVENUE STE 605 · NEEDHAM, MA 02494 | Actuarial | $15,750 |
CHRISTOPHER BROUSAIDES2 years Filed as: CHRISTOPHER TYLER Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $14,870 |
KRAKOW & SOURIS4+ years Filed as: KRAKOW & SOURIS LLC Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $14,000 |
ISSI4+ years Service code 15 · EIN 23-2182079 TWO EXECUTIVE CAMPUS 400 · CHERRY HILL, NJ 08002 | Recordkeeping | $13,988 |
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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 2.15% | 33.70%-31.6pp | 14.64%-12.5pp | 53.27%-51.1pp |
| Employer contribution / active EE | $24,014 | $14,473+65.9% | $41,831-42.6% | $14,774+62.5% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |