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| Provider | Service type | Compensation |
|---|---|---|
NEW ENGLAND PENSION CONSULTANTS9+ years Service code 27 · EIN 04-2927339 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Advisory (Plan) | $43,750 |
BOSTON TRUST WALDEN COMPANY4 years Service code 19 · EIN 04-2273811 ONE BEACON STREET · BOSTON, MA 02108 | Securities Custodian | $39,508 |
GAIL MILLS9+ years Service code 35 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan sponsor) | $37,729 |
Service code 49 · EIN 23-2182079 TWO EXECUTIVE CAMPUS · CHERRY HILL, NJ 08002 | Other Services | $26,902 |
Service code 10 · EIN 04-2779892 175 DERBY STREET SUITE 2 · HINGHAM, MA 02043 | Accounting | $24,228 |
AIMEE C CISNEROS2 years Filed as: AIMEE LINCOLN Service code 35 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02108 | Employee (plan sponsor) | $22,774 |
VICTORIA BLOCKER2 years Filed as: VICTORIA GRIGNON Service code 35 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02108 | Employee (plan sponsor) | $22,678 |
LAUREN TESTA1 year Filed as: LAUREN BLUNDELL Service code 35 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan sponsor) | $14,997 |
KRAKOW & SOURIS9+ years Filed as: KRAKOW & SOURIS LLC Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $10,636 |
ANCHOR CAPITAL ADVISORS LLC9+ years Filed as: ANCHOR CAPITAL ADVISORS Service code 51 · EIN 20-4669888 ONE POST OFFICE SQUARE · BOSTON, MA 02108 | Investment Mgmt Fees | $9,554 |
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 | $99,249 | $129,159-23.2% | $184,243-46.1% | $77,714+27.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 9.43% | 33.22%-23.8pp | 28.82%-19.4pp | 31.26%-21.8pp |
| Employer contribution / active EE | $9,191 | $4,410+108.4% | $6,427+43.0% | $2,727+237.0% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $9,132-100.0% | $4,649-100.0% |
| Admin fee / account holder | $820 | $256+220.7% | $13,914-94.1% | $433+89.3% |