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| Provider | Service type | Compensation |
|---|---|---|
REGIS COLLEGE1 year Service code 49 · EIN 04-2104451 235 WELLESLEY ST · WESTON, MA 02493 | Other Services | $48,870 |
Filed as: MAYFLOWER FINANCIAL ADVISORS LLC Service code 26 · EIN 84-4826355 265 FRANKLIN ST SUITE 401 · BOSTON, MA 021103183 | Advisory (Participants) | $20,000 |
TIAA2 years Service code 10 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Accounting | $18,528 |
AAFCPAS, INC.1 year Filed as: AAFCPAS Service code 10 · EIN 04-2571780 50 WASHINGTON ST · WESTBOROUGH, MA 015811013 | Accounting | $10,245 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,977 | $91,710-8.4% | $67,560+24.3% | $77,762+8.0% |
| Participation rate | 92.0% | 76.0%+15.9pp | 72.9%+19.0pp | 70.6%+21.4pp |
| Annual return | 13.33% | 14.88%-1.5pp | 3533.50%-3520.2pp | 31.27%-17.9pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,737-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $4,782 | $3,911+22.3% | $4,004+19.4% | $4,651+2.8% |
| Admin fee / account holder | $123 | $245-49.7% | $3,994-96.9% | $433-71.6% |