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| Provider | Service type | Compensation |
|---|---|---|
ANCHOR CAPITAL ADVISORS LLC6+ years Filed as: ANCHOR CAPITAL Service code 28 · EIN 04-2801194 1 POST OFFICE ROAD 3850 · BOSTON, MA 02109 | Investment Management | $30,694 |
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Employer contribution per participant 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 | $409,661-100.0% | $162,072-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 1.7%-1.7pp |
| Annual return | 8.54% | 6.95%+1.6pp | 8.01%+0.5pp | 627.08%-618.5pp |
| Employer contribution / active EE | $6,234 | $11,635-46.4% | $29,476-78.9% | $18,824-66.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $630-100.0% | $1,923-100.0% |