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 | $241,244 |
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 | $1,054,297 | $65,135+1518.6% | $143,801+633.2% | $66,954+1474.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -5.04% | -11.13%+6.1pp | -0.04%-5.0pp | 1.57%-6.6pp |
| Employer contribution / active EE | $51,485 | $2,363+2079.0% | $4,952+939.6% | $2,545+1923.0% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $5,639-100.0% | $4,239-100.0% |
| Admin fee / account holder | $1,499 | $503+198.1% | $14,680-89.8% | $594+152.5% |