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| Provider | Service type | Compensation |
|---|---|---|
CHRISTOPHER BROUSAIDES6+ years Service code 35 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan sponsor) | $34,236 |
Service code 19 · EIN 04-2273811 ONE BEACON STREET · BOSTON, MA 02108 | Securities Custodian | $27,420 |
NEW ENGLAND PENSION CONSULTANTS6+ years Service code 27 · EIN 04-2927339 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Advisory (Plan) | $25,000 |
GAIL MILLS6+ years Service code 35 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan sponsor) | $23,008 |
THE BANK OF NEW YORK MELLON6+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-6078093 201 WASHINGTON STREET · BOSTON, MA 02108 | Investment Management | $18,171 |
CHRISTOPHER BROUSAIDES4 years Filed as: CHRISTOPHER TYLER Service code 35 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan sponsor) | $15,971 |
ISSI6+ years Service code 49 · EIN 23-2182079 TWO EXECUTIVE CAMPUS · CHERRY HILL, NJ 08002 | Other Services | $15,595 |
VITTORIO DISALVO2 years Service code 49 161 HEIDENRICH DRIVE · TEWKSBURY, MA 01876 | Other Services | $13,800 |
Service code 10 · EIN 04-2779892 175 DERBY STREET SUITE 2 · HINGHAM, MA 02043 | Accounting | $13,768 |
Service code 49 · EIN 03-0498660 1 LIBERTY STREET · HANSON, MA 02341 | Other Services | $10,450 |
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 | $83,529 | $111,491-25.1% | $189,537-55.9% | $86,821-3.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 26.27% | 83.50%-57.2pp | 555.34%-529.1pp | 97.94%-71.7pp |
| Employer contribution / active EE | $7,842 | $3,951+98.5% | $6,161+27.3% | $2,406+225.9% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,220-100.0% | $4,132-100.0% |
| Admin fee / account holder | $641 | $189+239.5% | $12,048-94.7% | $170+277.8% |