Filed July 20, 2022 (most recent of 7 filings on file)
Total covered: 137 employees
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| Provider | Service type | Compensation |
|---|---|---|
PHYSICIANS ORG. AT CHILDRENS HOSPIT10+ years Service code 28 300 LONGWOOD AVENUE · BOSTON, MA 02115 | Investment Management | $87,258 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,270,455 | $43,496+2820.9% | $161,489+686.7% | $64,340+1874.6% |
| Participation rate | 98.0% | 53.5%+44.5pp | 78.7%+19.3pp | 55.2%+42.8pp |
| Annual return | 9.66% | 20.76%-11.1pp | 89.72%-80.1pp | 24.14%-14.5pp |
| Employer contribution / active EE | $59,305 | $1,431+4045.2% | $4,268+1289.4% | $1,862+3085.6% |
| Participant deferral / active EE | $0 | $1,996-100.0% | $5,630-100.0% | $2,980-100.0% |
| Admin fee / account holder | $595 | $2,330-74.5% | $16,006-96.3% | $3,703-83.9% |