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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 5 BURLINGTON WOODS · BURLINGTON, MA 01803 | Advisory (Plan) | $15,641 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $7,823 |
KENNETH RYAN2 years Filed as: KENNETH D ANDERSON CO, INC Service code 99 12 DAMONMILL SQUARE - EB3N · CONCORD, MA 01742 | Other Fees | $1,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,565 | $98,766-32.6% | $149,730-55.5% | $79,852-16.6% |
| Participation rate | 36.5% | 75.8%-39.3pp | 82.5%-46.0pp | 69.6%-33.2pp |
| Annual return | 15.40% | 27.43%-12.0pp | 276.70%-261.3pp | 31.72%-16.3pp |
| Employer contribution / active EE | $1,351 | $3,217-58.0% | $4,645-70.9% | $2,471-45.3% |
| Participant deferral / active EE | $3,171 | $5,681-44.2% | $6,843-53.7% | $3,740-15.2% |
| Admin fee / account holder | $424 | $6,052-93.0% | $9,310-95.4% | $5,306-92.0% |