Filed December 20, 2013 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $154,978 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $62,216 |
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $38,307 |
CAPFINANCIAL PARTNERS LLC4 years Service code 16 · EIN 26-0058143 | Consulting | $32,500 |
DANA-FARBER CANCER INSTITUTE10+ years Service code 30 · EIN 04-2263040 | Employee (plan) | $23,137 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $18,525 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $200 |
Filed as: FIDELITY INV. INS. OPS. CO., INC. Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,950 | $68,110+17.4% | $155,556-48.6% | $99,313-19.5% |
| Participation rate | 68.6% | 67.8%+0.8pp | 78.2%-9.6pp | 71.7%-3.1pp |
| Annual return | 16.07% | 16.16%-0.1pp | 64.84%-48.8pp | 17.67%-1.6pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $4,675-100.0% | $3,264-100.0% |
| Participant deferral / active EE | $7,336 | $3,865+89.8% | $5,631+30.3% | $5,346+37.2% |
| Admin fee / account holder | $30 | $94-67.7% | $15,885-99.8% | $109-72.2% |