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| Provider | Service type | Compensation |
|---|---|---|
O'CONNOR DAVIES, LLP1+ years Filed as: O'CONNOR & DREW P.C. Service code 10 · EIN 04-3000523 25 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 021848702 | Accounting | $16,400 |
CHIMENTO AND WEBB PC1+ years Filed as: CHIMENTO & WEBB, P.C. Service code 29 · EIN 47-1507939 333 ELM STREET · DEDHAM, MA 02026 | Legal | $6,914 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $146,909 | $68,408+114.8% | $57,196+156.9% | $57,658+154.8% |
| Participation rate | 95.7% | 79.1%+16.5pp | 75.3%+20.3pp | 70.2%+25.4pp |
| Annual return | 1.30% | 8.51%-7.2pp | 14.59%-13.3pp | 5.13%-3.8pp |
| Employer contribution / active EE | $6,152 | $2,869+114.4% | $2,683+129.3% | $1,974+211.7% |
| Participant deferral / active EE | $5,539 | $2,903+90.8% | $3,096+78.9% | $3,061+81.0% |
| Admin fee / account holder | $23 | $70-66.3% | $3,141-99.3% | $95-75.2% |