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 | $46,688+2621.2% | $189,758+569.5% | $69,733+1721.9% |
| Participation rate | 98.0% | 61.7%+36.3pp | 79.8%+18.2pp | 62.5%+35.6pp |
| Annual return | 9.66% | 14.35%-4.7pp | 52.62%-43.0pp | 15.22%-5.6pp |
| Employer contribution / active EE | $59,305 | $1,695+3399.0% | $4,767+1144.2% | $2,250+2535.4% |
| Participant deferral / active EE | $0 | $2,143-100.0% | $5,856-100.0% | $3,054-100.0% |
| Admin fee / account holder | $595 | $1,700-65.0% | $20,388-97.1% | $3,102-80.8% |