Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CHRISTOPHER BROUSAIDES4+ years Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $31,675 |
NEW ENGLAND PENSION CONSULTANTS4+ years Service code 27 · EIN 04-2927339 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Advisory (Plan) | $25,000 |
GAIL MILLS4+ years Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $21,674 |
Service code 10 · EIN 04-2779892 175 DERBY STREET SUITE 2 · HINGHAM, MA 02043 | Accounting | $18,400 |
EATON VANCE2 years Filed as: EATON VANCE TRUST COMPANY Service code 51 · EIN 32-0225130 TWO INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Mgmt Fees | $15,904 |
CHRISTOPHER BROUSAIDES2 years Filed as: CHRISTOPHER TYLER Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $14,866 |
ISSI4+ years Service code 99 · EIN 23-2182079 TWO EXECUTIVE CAMPUS · CHERRY HILL, NJ 08002 | Other Fees | $13,987 |
THE BANK OF NEW YORK MELLON4+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 51 · EIN 25-6078093 201 WASHINGTON STREET · BOSTON, MA 02108 | Investment Mgmt Fees | $13,250 |
KRAKOW & SOURIS4+ years Filed as: KRAKOW & SOURIS LLC Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $7,500 |
ANCHOR CAPITAL ADVISORS LLC4+ years Filed as: ANCHOR CAPITAL ADVISORS Service code 51 · EIN 20-4669888 ONE POST OFFICE SQUARE · BOSTON, MA 02108 | Investment Mgmt Fees | $5,777 |
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 | $72,045 | $88,515-18.6% | $162,185-55.6% | $67,582+6.6% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 2.73% | 27.04%-24.3pp | 115.61%-112.9pp | 378.57%-375.8pp |
| Employer contribution / active EE | $7,618 | $3,563+113.8% | $5,613+35.7% | $2,148+254.7% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,297-100.0% | $3,539-100.0% |
| Admin fee / account holder | $653 | $124+428.0% | $10,844-94.0% | $142+358.9% |