Filed March 26, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
CBERA2 years Service code 14 100 RIVER RIDGE DRIVE · NORWOOD, MA 02062 | Plan Administrator | $357,500 |
T ROWE PRICE RPS INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $243,554 |
NEPC, LLC10+ years Service code 16 PO BOX 4110 · WOBURN, MA 01888 | Consulting | $135,000 |
WOLF & COMPANY, P.C.10+ years Service code 10 99 HIGH STREET · BOSTON, MA 02110 | Accounting | $57,604 |
AGILIS PARTNERS LLC1 year Service code 16 130 TURNER ST · WALTHAM, MA 02453 | Consulting | $15,000 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $889 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,185 | $122,585+34.8% | $184,256-10.4% | $200,096-17.4% |
| Participation rate | 96.1% | 86.9%+9.2pp | 86.8%+9.3pp | 72.0%+24.1pp |
| Annual return | 13.76% | 144.12%-130.4pp | 28.85%-15.1pp | 34.26%-20.5pp |
| Employer contribution / active EE | $5,188 | $4,571+13.5% | $6,427-19.3% | $3,038+70.8% |
| Participant deferral / active EE | $8,978 | $7,972+12.6% | $9,133-1.7% | $5,090+76.4% |
| Admin fee / account holder | $330 | $120+174.3% | $13,899-97.6% | $269+22.4% |