Filed June 30, 2026 (most recent of 7 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 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 29 SAWYER RD · WALTHAM, MA 024533467 | Advisory (Plan) | $13,670 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $7,711 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,869 | $61,052-15.0% | $142,874-63.7% | $79,393-34.7% |
| Participation rate | 27.9% | 60.1%-32.3pp | 72.0%-44.1pp | 70.7%-42.8pp |
| Annual return | 16.75% | 16.02%+0.7pp | 5638.58%-5621.8pp | 116.87%-100.1pp |
| Employer contribution / active EE | $0 | $1,481-100.0% | $4,145-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,644 | $2,879-42.9% | $3,838-57.2% | $4,046-59.4% |
| Admin fee / account holder | $362 | $659-45.0% | $6,561-94.5% | $627-42.2% |