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| Provider | Service type | Compensation |
|---|---|---|
GAIL MILLS8+ years Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $33,318 |
Filed as: CBIZ SAVITZ Service code 11 · EIN 26-1371674 75 SECOND AVENUE STE 605 · NEEDHAM, MA 02494 | Actuarial | $30,000 |
KRAKOW & SOURIS8+ years Filed as: KRAKOW & SOURIS LLC Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $18,615 |
Filed as: CAMPBELL DEVASTO & ASSOC LLP CPAS Service code 10 · EIN 04-2779892 175 DERBY STREET SUITE 2 · HINGHAM, MA 02043 | Accounting | $17,946 |
ANCHOR CAPITAL ADVISORS LLC8+ years Filed as: ANCHOR CAPITAL ADVISORS, INC. Service code 51 · EIN 20-4669888 ONE POST OFFICE SQUARE · BOSTON, MA 02108 | Investment Mgmt Fees | $16,575 |
Service code 15 · EIN 23-2182079 TWO EXECUTIVE CAMPUS 400 · CHERRY HILL, NJ 08002 | Recordkeeping | $16,197 |
VICTORIA BLOCKER1 year Filed as: VICTORIA GRIGNON Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $15,490 |
AIMEE C CISNEROS1 year Filed as: AIMEE LINCOLN Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $12,492 |
CMIT SOLUTIONS1 year Filed as: CMIT SOLUTIONS OF BOSTON/ CAMBRIDGE Service code 49 · EIN 27-0903009 101 FEEDERAL STREET SUITE · BOSTON, MA 02110 | Other Services | $11,129 |
CHRISTOPHER BROUSAIDES8+ years Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $11,107 |
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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 | $9,556,684-100.0% | $473,625-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.4%-2.4pp |
| Annual return | -3.90% | 146.80%-150.7pp | 20.18%-24.1pp | 22.81%-26.7pp |
| Employer contribution / active EE | $25,926 | $13,016+99.2% | $29,108-10.9% | $18,290+41.8% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,262-100.0% | $85,222-100.0% |