Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MAYFLOWER FINANCIAL ADVISORS LLC Service code 26 · EIN 84-4826355 265 FRANKLIN ST SUITE 401 · BOSTON, MA 021103183 | Advisory (Participants) | $15,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,262 | $79,151-18.8% | $60,919+5.5% | $64,824-0.9% |
| Participation rate | 95.1% | 77.7%+17.4pp | 73.1%+22.0pp | 71.5%+23.6pp |
| Annual return | -11.47% | -7.12%-4.3pp | 16.96%-28.4pp | 32.84%-44.3pp |
| Employer contribution / active EE | $1,892 | $3,052-38.0% | $2,704-30.0% | $2,507-24.5% |
| Participant deferral / active EE | $4,360 | $3,727+17.0% | $3,814+14.3% | $4,311+1.1% |
| Admin fee / account holder | $24 | $106-77.6% | $3,228-99.3% | $188-87.4% |