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| Provider | Service type | Compensation |
|---|---|---|
CHRISTOPHER BROUSAIDES5+ years Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $33,038 |
THE BANK OF NEW YORK MELLON5+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 51 · EIN 25-6078093 201 WASHINGTON STREET · BOSTON, MA 02108 | Investment Mgmt Fees | $25,580 |
NEW ENGLAND PENSION CONSULTANTS5+ years Service code 27 · EIN 04-2927339 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Advisory (Plan) | $25,000 |
GAIL MILLS5+ years Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $22,078 |
Service code 10 · EIN 04-2779892 175 DERBY STREET SUITE 2 · HINGHAM, MA 02043 | Accounting | $21,588 |
EATON VANCE3 years Filed as: EATON VANCE TRUST COMPANY Service code 51 · EIN 32-0225130 TWO INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Mgmt Fees | $15,896 |
CHRISTOPHER BROUSAIDES3 years Filed as: CHRISTOPHER TYLER Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $15,640 |
ISSI5+ years Service code 99 · EIN 23-2182079 TWO EXECUTIVE CAMPUS · CHERRY HILL, NJ 08002 | Other Fees | $14,474 |
VITTORIO DISALVO1 year Service code 49 161 HEIDENRICH DRIVE · TEWKSBURY, MA 01876 | Other Services | $12,500 |
ANCHOR CAPITAL ADVISORS LLC5+ years Filed as: ANCHOR CAPITAL ADVISORS Service code 51 · EIN 20-4669888 ONE POST OFFICE SQUARE · BOSTON, MA 02108 | Investment Mgmt Fees | $9,793 |
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 | $65,340 | $111,608-41.5% | $177,848-63.3% | $73,412-11.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | -8.39% | 18.23%-26.6pp | 48.33%-56.7pp | 59.30%-67.7pp |
| Employer contribution / active EE | $7,930 | $3,796+108.9% | $5,919+34.0% | $2,234+255.0% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,806-100.0% |
| Admin fee / account holder | $666 | $166+302.3% | $12,431-94.6% | $158+321.9% |