Filed September 27, 2024 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 601 CONGRESS STREET · BOSTON, MA 02210 | Recordkeeping | $405 |
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 | $10,714 | $55,446-80.7% | $155,574-93.1% | $74,429-85.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 15.27% | 269.20%-253.9pp | 64.87%-49.6pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $2,052 | $2,266-9.4% | $4,676-56.1% | $2,625-21.8% |
| Participant deferral / active EE | $758 | $2,836-73.3% | $5,629-86.5% | $4,348-82.6% |
| Admin fee / account holder | $124 | $1,743-92.9% | $15,914-99.2% | $1,944-93.6% |