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| Provider | Service type | Compensation |
|---|---|---|
PALLAS CAPITAL ADVISORS4 years Service code 27 45 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02182 | Advisory (Plan) | $131,993 |
Filed as: FIDELITY MANAGEMENT Service code 13 · EIN 04-3275867 | Contract Administrator | $57,521 |
GRANT THORNTON LLP7 years Filed as: GRANT THORNTON Service code 10 · EIN 26-6055556 | Accounting | $19,000 |
FID INV INST OPS CO3 years Filed as: FID INV INSTL OPS Service code 15 · EIN 04-2647786 | Recordkeeping | $6,557 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $93,040-100.0% | $148,078-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 5.4%-5.4pp | 43.7%-43.7pp |
| Annual return | 10.94% | 3.77%+7.2pp | 6.70%+4.2pp | 13.05%-2.1pp |
| Employer contribution / active EE | $88,567 | $35,747+147.8% | $25,217+251.2% | $37,664+135.1% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $31,365-100.0% |