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| Provider | Service type | Compensation |
|---|---|---|
NEW ENGLAND PENSION CONSULTANTS9+ years Service code 27 · EIN 04-2927339 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Advisory (Plan) | $43,750 |
GAIL MILLS9+ years Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $37,734 |
Filed as: CBIZ SAVITZ Service code 11 · EIN 26-1371674 75 SECOND AVENUE STE 605 · NEEDHAM, MA 02494 | Actuarial | $25,860 |
Filed as: CAMPBELL DEVASTO & ASSOC LLP CPAS Service code 10 · EIN 04-2779892 175 DERBY STREET SUITE 2 · HINGHAM, MA 02043 | Accounting | $25,717 |
AIMEE C CISNEROS2 years Filed as: AIMEE LINCOLN Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $22,779 |
VICTORIA BLOCKER2 years Filed as: VICTORIA GRIGNON Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $22,683 |
Service code 15 · EIN 23-2182079 TWO EXECUTIVE CAMPUS 400 · CHERRY HILL, NJ 08002 | Recordkeeping | $20,752 |
KRAKOW & SOURIS9+ years Filed as: KRAKOW & SOURIS LLC Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $17,566 |
ANCHOR CAPITAL ADVISORS LLC9+ years Filed as: ANCHOR CAPITAL ADVISORS, INC. Service code 51 · EIN 20-4669888 ONE POST OFFICE SQUARE · BOSTON, MA 02108 | Investment Mgmt Fees | $16,869 |
LAUREN TESTA1 year Filed as: LAUREN BLUNDELL Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02108 | Employee (plan) | $14,997 |
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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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 11.27% | 11.01%+0.3pp | 8.10%+3.2pp | 7.66%+3.6pp |
| Employer contribution / active EE | $25,005 | $13,413+86.4% | $28,665-12.8% | $20,614+21.3% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |