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| Provider | Service type | Compensation |
|---|---|---|
BOSTON TRUST WALDEN COMPANY3 years Service code 19 · EIN 04-2273811 ONE BEACON STREET · BOSTON, MA 02108 | Securities Custodian | $42,291 |
GAIL MILLS8+ years Service code 35 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan sponsor) | $33,334 |
Service code 10 · EIN 04-2779892 175 DERBY STREET SUITE 2 · HINGHAM, MA 02043 | Accounting | $31,999 |
ISSI8+ years Service code 49 · EIN 23-2182079 TWO EXECUTIVE CAMPUS · CHERRY HILL, NJ 08002 | Other Services | $19,047 |
VICTORIA BLOCKER1 year Filed as: VICTORIA GRIGNON Service code 35 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02108 | Employee (plan sponsor) | $15,505 |
AIMEE C CISNEROS1 year Filed as: AIMEE LINCOLN Service code 35 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02108 | Employee (plan sponsor) | $12,504 |
KRAKOW & SOURIS8+ years Filed as: KRAKOW & SOURIS LLC Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $11,440 |
CMIT SOLUTIONS1 year Filed as: CMIT SOLUTIONS OF CAMBRIDGE Service code 49 · EIN 27-0903009 101 FEDERAL STREET SUITE · BOSTON, MA 02110 | Other Services | $11,129 |
CHRISTOPHER BROUSAIDES8+ years Service code 35 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan sponsor) | $11,101 |
ANCHOR CAPITAL ADVISORS LLC8+ years Filed as: ANCHOR CAPITAL ADVISORS Service code 51 · EIN 20-4669888 ONE POST OFFICE SQUARE · BOSTON, MA 02108 | Investment Mgmt Fees | $9,853 |
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 | $88,799 | $100,272-11.4% | $170,043-47.8% | $74,460+19.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | -1.30% | 66.12%-67.4pp | 53.40%-54.7pp | 34.38%-35.7pp |
| Employer contribution / active EE | $9,157 | $4,266+114.7% | $6,790+34.9% | $2,638+247.1% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,410-100.0% | $4,530-100.0% |
| Admin fee / account holder | $740 | $235+215.4% | $12,824-94.2% | $348+112.8% |