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 | $215,980 |
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 | $1,190,061 | $61,185+1845.0% | $185,854+540.3% | $79,395+1398.9% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 25.18% | 19.45%+5.7pp | 122.12%-96.9pp | 116.90%-91.7pp |
| Employer contribution / active EE | $49,141 | $2,321+2016.8% | $5,169+850.7% | $2,428+1924.0% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1,325 | $709+86.9% | $16,246-91.8% | $626+111.6% |