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| Provider | Service type | Compensation |
|---|---|---|
CHRISTOPHER BROUSAIDES6+ years Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $34,098 |
Filed as: CBIZ SAVITZ Service code 11 · EIN 26-1371674 75 SECOND AVENUE STE 605 · NEEDHAM, MA 02494 | Actuarial | $28,910 |
NEW ENGLAND PENSION CONSULTANTS6+ years Service code 27 · EIN 04-2927339 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Advisory (Plan) | $25,000 |
GAIL MILLS6+ years Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $22,908 |
THE BANK OF NEW YORK MELLON6+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 51 · EIN 25-6078093 201 WASHINGTON STREET · BOSTON, MA 02108 | Investment Mgmt Fees | $21,861 |
CHRISTOPHER BROUSAIDES4 years Filed as: CHRISTOPHER TYLER Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $15,919 |
ISSI6+ years Service code 15 · EIN 23-2182079 TWO EXECUTIVE CAMPUS 400 · CHERRY HILL, NJ 08002 | Recordkeeping | $15,595 |
ANCHOR CAPITAL ADVISORS LLC6+ years Filed as: ANCHOR CAPITAL ADVISORS, INC. Service code 51 · EIN 20-4669888 ONE POST OFFICE SQUARE · BOSTON, MA 02108 | Investment Mgmt Fees | $15,373 |
KRAKOW & SOURIS6+ years Filed as: KRAKOW & SOURIS LLC Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $15,125 |
Filed as: CAMPBELL DEVASTO & ASSOC LLP CPAS Service code 10 · EIN 04-2779892 175 DERBY STREET SUITE 2 · HINGHAM, MA 02043 | Accounting | $11,288 |
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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 | $82,186-100.0% | $201,582-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.6%-3.6pp |
| Annual return | 29.98% | 17.53%+12.5pp | 11.08%+18.9pp | 11.84%+18.1pp |
| Employer contribution / active EE | $21,989 | $12,005+83.2% | $28,418-22.6% | $17,339+26.8% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $6,559-100.0% | $409-100.0% |