Filed September 27, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 601 CONGRESS STREET · BOSTON, MA 02210 | Recordkeeping | $2,468 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,917 | $46,688-72.3% | $189,758-93.2% | $69,733-81.5% |
| Participation rate | 99.1% | 61.7%+37.4pp | 79.8%+19.3pp | 62.5%+36.6pp |
| Annual return | 12.64% | 14.35%-1.7pp | 52.62%-40.0pp | 15.22%-2.6pp |
| Employer contribution / active EE | $1,973 | $1,695+16.4% | $4,767-58.6% | $2,250-12.3% |
| Participant deferral / active EE | $522 | $2,143-75.6% | $5,856-91.1% | $3,054-82.9% |
| Admin fee / account holder | $137 | $1,700-92.0% | $20,388-99.3% | $3,102-95.6% |