Filed July 20, 2022 (most recent of 7 filings on file)
Total covered: 137 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 300 LONGWOOD AVENUE · BOSTON, MA 02115 | Investment Management | $215,470 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $871,762 | $47,977+1717.1% | $154,110+465.7% | $56,289+1448.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | 9.13% | 3.54%+5.6pp | 735.22%-726.1pp | -9.96%+19.1pp |
| Employer contribution / active EE | $43,138 | $2,169+1889.1% | $5,298+714.3% | $2,111+1943.3% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1,302 | $438+197.1% | $13,412-90.3% | $521+149.9% |