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| Provider | Service type | Compensation |
|---|---|---|
FEELEY & DRISCOLL, PC1+ years Filed as: FEELEY & DRISCOLL, P.C. Service code 10 · EIN 04-2684828 200 PORTLAND STREET 5TH FLOOR · BOSTON, MA 02114 | Accounting | $42,100 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 28 60 WILLIAM STREET STE. 150 · WELLESLEY HILLS, MA 02481 | Investment Management | $32,812 |
THE RETIREMENT PLANNING GROUP1+ years Filed as: RETIREMENT PLANNING GROUP, LLC Service code 11 1400 COMPUTER DRIVE · WESTBOROUGH, MA 01581 | Actuarial | $8,850 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,219,223-100.0% | $522,682-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 4.3%-4.3pp |
| Annual return | -1.13% | -1.56%+0.4pp | -3.43%+2.3pp | 2.81%-3.9pp |
| Employer contribution / active EE | $0 | $14,048-100.0% | $25,607-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $369-100.0% | $77-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $5,367-100.0% | $13,511-100.0% | $1,639-100.0% |