Filed July 20, 2022 (most recent of 7 filings on file)
Total covered: 137 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 300 LONGWOOD AVENUE · BOSTON, MA 02115 | Investment Management | $166,784 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $881,585 | $52,967+1564.4% | $172,757+410.3% | $65,188+1252.4% |
| Participation rate | 99.3% | 66.2%+33.1pp | 82.6%+16.7pp | 70.2%+29.1pp |
| Annual return | 2.53% | 30.12%-27.6pp | 803.06%-800.5pp | 29.38%-26.9pp |
| Employer contribution / active EE | $44,804 | $2,190+1945.6% | $5,144+771.0% | $2,177+1958.2% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1,011 | $472+114.2% | $13,956-92.8% | $847+19.3% |