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| Provider | Service type | Compensation |
|---|---|---|
CHRISTOPHER BROUSAIDES1+ years Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $25,992 |
NEW ENGLAND PENSION CONSULTANTS1+ years Service code 27 · EIN 04-2927339 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Advisory (Plan) | $25,000 |
Service code 10 · EIN 04-2779892 175 DERBY STREET SUITE 2 · HINGHAM, MA 02043 | Accounting | $21,253 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 51 · EIN 25-6078093 201 WASHINGTON STREET · BOSTON, MA 02108 | Investment Mgmt Fees | $19,145 |
MARY DELANEY CERETTO1+ years Filed as: MARY KEOHAN Service code 14 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Plan Administrator | $14,934 |
PAULA PHILLIPS1+ years Filed as: PAULA AYLWARD Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $14,483 |
ISSI1+ years Service code 99 · EIN 23-2182079 TWO EXECUTIVE CAMPUS · CHERRY HILL, NJ 08002 | Other Fees | $12,465 |
BOSTON TRUST WALDEN COMPANY1+ years Filed as: BOSTON TRUST & INVESTMENT MANAGEMEN Service code 19 · EIN 04-2273811 ONE BEACON STREET · BOSTON, MA 02108 | Securities Custodian | $12,263 |
JAMIE BLACKMORE1+ years Filed as: JAMIE BEARS Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $11,801 |
GAIL MILLS1+ years Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $11,008 |
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 | $78,185 | $74,089+5.5% | $133,975-41.6% | $55,167+41.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | -0.54% | 12.11%-12.7pp | 29.29%-29.8pp | 169.23%-169.8pp |
| Employer contribution / active EE | $8,707 | $3,064+184.2% | $5,211+67.1% | $1,963+343.6% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $811 | $458+77.0% | $9,324-91.3% | $504+60.9% |