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.
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 | $45,343-71.5% | $150,298-91.4% | $67,986-81.0% |
| Participation rate | 99.1% | 51.9%+47.2pp | 77.8%+21.3pp | 57.2%+41.9pp |
| Annual return | 12.64% | 33.28%-20.6pp | 62.79%-50.1pp | 31.67%-19.0pp |
| Employer contribution / active EE | $1,973 | $1,462+34.9% | $4,154-52.5% | $2,019-2.3% |
| Participant deferral / active EE | $522 | $2,055-74.6% | $5,453-90.4% | $3,358-84.5% |
| Admin fee / account holder | $137 | $2,250-93.9% | $14,116-99.0% | $3,203-95.7% |