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 | $43,496-70.3% | $161,489-92.0% | $64,340-79.9% |
| Participation rate | 99.1% | 53.5%+45.6pp | 78.7%+20.4pp | 55.2%+43.8pp |
| Annual return | 12.64% | 20.76%-8.1pp | 89.72%-77.1pp | 24.14%-11.5pp |
| Employer contribution / active EE | $1,973 | $1,431+37.9% | $4,268-53.8% | $1,862+6.0% |
| Participant deferral / active EE | $522 | $1,996-73.9% | $5,630-90.7% | $2,980-82.5% |
| Admin fee / account holder | $137 | $2,330-94.1% | $16,006-99.1% | $3,703-96.3% |