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| Provider | Service type | Compensation |
|---|---|---|
PALLAS CAPITAL ADVISORS2 years Service code 27 45 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02182 | Advisory (Plan) | $81,428 |
Filed as: FIDELITY MANAGEMENT Service code 13 · EIN 04-3275867 | Contract Administrator | $50,798 |
GRANT THORNTON LLP5 years Filed as: GRANT THORNTON Service code 10 · EIN 26-6055556 | Accounting | $17,000 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS Service code 16 · EIN 04-2647786 | Consulting | $11,833 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $2,950 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,081-100.0% | $53,690-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 8.6%-8.6pp | 44.4%-44.4pp |
| Annual return | -18.34% | 0.10%-18.4pp | -4.80%-13.5pp | -14.65%-3.7pp |
| Employer contribution / active EE | $16,160 | $45,650-64.6% | $30,897-47.7% | $46,321-65.1% |
| Participant deferral / active EE | $0 | $30-100.0% | $64-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51,060-100.0% | $40,849-100.0% | $14,582-100.0% |