| Provider | Service type | Compensation |
|---|---|---|
Service code 28 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Management | $365,000 |
Service code 29 · EIN 26-1367865 | Legal | $364,558 |
LOOMIS SAYLES7 years Filed as: LOOMIS SAYLES & CO., LP Service code 28 · EIN 04-3200030 | Investment Management | $358,910 |
WILSON-MCSHANE CORPORATION2 years Filed as: WILSON MCSHANE CORPORATION Service code 10 · EIN 41-0956552 | Accounting | $332,800 |
FOUNDRY PARTNERS8+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $301,774 |
Filed as: MESIROW FINANCIAL Service code 28 · EIN 34-1805154 | Investment Management | $251,969 |
ALLSPRING1 year Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 28 · EIN 95-3692822 | Investment Management | $237,130 |
THE BANK OF NEW YORK MELLON5 years Filed as: BNY MELLON INVSTMNT MGMT CAYMAN LTD Service code 28 | Investment Management | $225,160 |
BERRY & CO., CPA'S LTD8+ years Filed as: BERRY & CO., CPA'S, LTD Service code 10 · EIN 88-0400174 | Accounting | $203,196 |
SANDERSON ASSET MANAGEMENT8+ years Filed as: SANDERSON ASSET MGMT, LLP Service code 28 | Investment Management | $179,179 |
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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -13.55% | -7.95%-5.6pp | -5.85%-7.7pp | 23.41%-37.0pp |
| Employer contribution / active EE | $22,495 | $13,972+61.0% | $31,839-29.3% | $12,650+77.8% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |