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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $26,919 |
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 | $42,678 | $37,196+14.7% | $154,108-72.3% | $55,725-23.4% |
| Participation rate | 84.9% | 64.1%+20.8pp | 83.0%+1.9pp | 70.9%+14.1pp |
| Annual return | -3.76% | 1319.68%-1323.4pp | 735.21%-739.0pp | 244.93%-248.7pp |
| Employer contribution / active EE | $2,136 | $1,614+32.3% | $5,298-59.7% | $2,078+2.8% |
| Participant deferral / active EE | $3,057 | $2,068+47.8% | $5,081-39.8% | $3,356-8.9% |
| Admin fee / account holder | $102 | $102+0.3% | $13,411-99.2% | $115-11.5% |