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| Provider | Service type | Compensation |
|---|---|---|
GAIL MILLS11+ years Service code 30 · EIN 04-6127786 | Employee (plan); Direct payment from ... | $64,076 |
AIMEE LINCOLN4 years Service code 30 · EIN 04-6127786 | Employee (plan); Direct payment from ... | $45,023 |
ANGELA ALVEY1 year Filed as: ANGELA BASTIEN Service code 30 · EIN 04-6127786 | Employee (plan); Direct payment from ... | $41,376 |
BOSTON TRUST WALDEN COMPANY6 years Service code 28 · EIN 04-2273811 | Investment Management | $37,479 |
LAUREN TESTA3 years Filed as: LAUREN BLUNDELL Service code 30 · EIN 04-6127786 | Employee (plan); Direct payment from ... | $33,389 |
NEW ENGLAND PENSION CONSULTANTS11+ years Service code 27 · EIN 04-2927339 | Advisory (Plan) | $25,000 |
CAMPBELL DEVASTO & ASSOCIATES CPA'S11+ years Service code 10 · EIN 04-2779892 | Accounting | $24,682 |
KRAKOW & SOURIS11+ years Filed as: KRAKOW & SOURIS LLC Service code 29 · EIN 04-3363718 | Legal | $9,375 |
ANCHOR CAPITAL ADVISORS LLC11+ years Filed as: ANCHOR CAPITAL ADVISORS Service code 28 · EIN 20-4669888 | Investment Management | $7,466 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,098 | $71,370+61.3% | $621,730-81.5% | $71,370+61.3% |
| Participation rate | 100.0% | 55.1%+44.9pp | 90.8%+9.2pp | 55.1%+44.9pp |
| Annual return | 10.40% | 15.87%-5.5pp | 10.76%-0.4pp | 15.87%-5.5pp |
| Employer contribution / active EE | $8,798 | $1,874+369.4% | $9,871-10.9% | $1,874+369.4% |
| Participant deferral / active EE | $0 | $2,656-100.0% | $6,979-100.0% | $2,656-100.0% |
| Admin fee / account holder | $950 | $6,050-84.3% | $66,065-98.6% | $6,050-84.3% |