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| Provider | Service type | Compensation |
|---|---|---|
GAIL MILLS10+ years Service code 35 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan sponsor) | $42,164 |
BOSTON TRUST WALDEN COMPANY5 years Service code 19 · EIN 04-2273811 ONE BEACON STREET · BOSTON, MA 02108 | Securities Custodian | $37,416 |
NEW ENGLAND PENSION CONSULTANTS10+ years Service code 27 · EIN 04-2927339 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Advisory (Plan) | $25,305 |
AIMEE C CISNEROS3 years Filed as: AIMEE LINCOLN Service code 35 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02108 | Employee (plan sponsor) | $24,822 |
Service code 49 · EIN 23-2182079 TWO EXECUTIVE CAMPUS · CHERRY HILL, NJ 08002 | Other Services | $22,168 |
CAMPBELL DEVASTO & ASSOCIATES CPA'S10+ years Service code 10 · EIN 04-2779892 175 DERBY STREET SUITE 2 · HINGHAM, MA 02043 | Accounting | $19,668 |
LAUREN TESTA2 years Filed as: LAUREN BLUNDELL Service code 35 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan sponsor) | $19,583 |
VICTORIA BLOCKER1 year Filed as: VICTORIA MCGURN Service code 35 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02108 | Employee (plan sponsor) | $10,460 |
ANCHOR CAPITAL ADVISORS LLC10+ years Filed as: ANCHOR CAPITAL ADVISORS Service code 51 · EIN 20-4669888 ONE POST OFFICE SQUARE · BOSTON, MA 02108 | Investment Mgmt Fees | $10,083 |
KRAKOW & SOURIS10+ years Filed as: KRAKOW & SOURIS LLC Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $9,075 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,416 | $69,255+47.9% | $256,809-60.1% | $69,255+47.9% |
| Participation rate | 100.0% | 69.0%+31.0pp | 88.5%+11.5pp | 69.0%+31.0pp |
| Annual return | 4.17% | 26.73%-22.6pp | 32.73%-28.6pp | 26.73%-22.6pp |
| Employer contribution / active EE | $9,010 | $2,645+240.6% | $7,263+24.1% | $2,645+240.6% |
| Participant deferral / active EE | $0 | $2,890-100.0% | $9,520-100.0% | $2,890-100.0% |
| Admin fee / account holder | $829 | $733+13.2% | $25,146-96.7% | $733+13.2% |