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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 29 SAWYER RD. · WALTHAM, MA 02453 | Advisory (Plan) | $69,817 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $31,488 |
AAFCPA'S INC.1 year Filed as: AAFCPA'S Service code 10 50 WASHINGTON ST · WESTBOROUGH, MA 01581 | Accounting | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,975 | $56,767+97.3% | $101,794+10.0% | $85,563+30.9% |
| Participation rate | 95.6% | 57.6%+38.0pp | 69.2%+26.4pp | 66.0%+29.6pp |
| Annual return | 4.21% | 17.76%-13.5pp | 30.53%-26.3pp | 31.51%-27.3pp |
| Employer contribution / active EE | $5,495 | $1,112+394.0% | $2,289+140.1% | $2,654+107.1% |
| Participant deferral / active EE | $4,793 | $2,720+76.2% | $4,084+17.3% | $4,375+9.5% |
| Admin fee / account holder | $336 | $1,098-69.4% | $8,777-96.2% | $834-59.7% |