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| Provider | Service type | Compensation |
|---|---|---|
CHRISTOPHER BROUSAIDES3+ years Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $30,447 |
NEW ENGLAND PENSION CONSULTANTS3+ 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 | $20,329 |
GAIL MILLS3+ years Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $19,214 |
THE BANK OF NEW YORK MELLON3+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 51 · EIN 25-6078093 201 WASHINGTON STREET · BOSTON, MA 02108 | Investment Mgmt Fees | $17,564 |
BOSTON TRUST WALDEN COMPANY3+ years Filed as: BOSTON TRUST & INVESTMENT MANAGEMEN Service code 19 · EIN 04-2273811 ONE BEACON STREET · BOSTON, MA 02108 | Securities Custodian | $17,456 |
CHRISTOPHER BROUSAIDES1 year Filed as: CHRISTOPHER TYLER Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $14,054 |
ISSI3+ years Service code 99 · EIN 23-2182079 TWO EXECUTIVE CAMPUS · CHERRY HILL, NJ 08002 | Other Fees | $11,999 |
EATON VANCE1 year Filed as: EATON VANCE TRUST COMPANY Service code 51 · EIN 32-0225130 TWO INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Mgmt Fees | $8,525 |
KRAKOW & SOURIS3+ years Filed as: KRAKOW & SOURIS LLC Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $7,525 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,460 | $79,523-6.4% | $140,019-46.8% | $56,289+32.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | 5.97% | 2.39%+3.6pp | 651.17%-645.2pp | -9.96%+15.9pp |
| Employer contribution / active EE | $9,508 | $3,350+183.8% | $5,605+69.6% | $2,111+350.4% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $661 | $614+7.5% | $10,705-93.8% | $521+26.8% |