Filed October 1, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 29 SAWYER RD · WALTHAM, MA 024533467 | Advisory (Plan) | $14,198 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $8,369 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,316 | $45,602+12.5% | $117,533-56.3% | $66,938-23.3% |
| Participation rate | 22.3% | 57.6%-35.3pp | 70.6%-48.3pp | 69.8%-47.5pp |
| Annual return | 2.52% | -16.74%+19.3pp | 29.77%-27.3pp | 1.58%+0.9pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,179-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,340 | $2,845-52.9% | $4,072-67.1% | $4,238-68.4% |
| Admin fee / account holder | $358 | $661-45.8% | $5,647-93.7% | $594-39.6% |