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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Participants) | $44,974 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $111,828 | $84,499+32.3% | $125,391-10.8% | $66,949+67.0% |
| Participation rate | 60.0% | 76.4%-16.4pp | 82.4%-22.4pp | 69.8%-9.8pp |
| Annual return | -15.13% | -8.49%-6.6pp | 572.41%-587.5pp | 1.57%-16.7pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $6,563 | $6,785-3.3% | $7,448-11.9% | $4,239+54.8% |
| Admin fee / account holder | $531 | $685-22.5% | $10,009-94.7% | $594-10.5% |