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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $21,717 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,755 | $36,916-0.4% | $156,551-76.5% | $57,658-36.3% |
| Participation rate | 88.2% | 63.4%+24.8pp | 84.0%+4.2pp | 70.2%+18.0pp |
| Annual return | 7.66% | 12.38%-4.7pp | 32.23%-24.6pp | 5.13%+2.5pp |
| Employer contribution / active EE | $2,058 | $1,571+31.0% | $5,501-62.6% | $1,974+4.3% |
| Participant deferral / active EE | $2,845 | $1,926+47.7% | $4,871-41.6% | $3,061-7.0% |
| Admin fee / account holder | $78 | $82-5.9% | $13,028-99.4% | $95-17.9% |