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 | $251,038 |
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.
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 | $1,148,401 | $61,405+1770.2% | $149,740+666.9% | $71,535+1505.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 5.94% | 35.88%-29.9pp | 134.51%-128.6pp | 28.97%-23.0pp |
| Employer contribution / active EE | $55,183 | $2,384+2214.3% | $4,821+1044.6% | $2,590+2030.6% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $5,683-100.0% | $4,292-100.0% |
| Admin fee / account holder | $1,558 | $1,264+23.2% | $13,222-88.2% | $1,589-1.9% |