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 | $41,016+2997.5% | $152,093+735.3% | $64,097+1882.1% |
| Participation rate | 98.0% | 51.3%+46.7pp | 77.8%+20.3pp | 55.2%+42.8pp |
| Annual return | 9.66% | 39.60%-29.9pp | 66.36%-56.7pp | 34.64%-25.0pp |
| Employer contribution / active EE | $59,305 | $1,342+4318.1% | $4,175+1320.6% | $1,891+3035.4% |
| Participant deferral / active EE | $0 | $1,927-100.0% | $5,451-100.0% | $3,080-100.0% |
| Admin fee / account holder | $595 | $2,305-74.2% | $14,497-95.9% | $3,454-82.8% |