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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 04-2675571 29 SAWYER RD · WALTHAM, MA 02453 | Other Fees | $6,387 |
MGKS7 years Service code 15 · EIN 86-1001235 7600 N. 16TH ST, STE 240 · PHOENIX, AZ 85020 | Recordkeeping | $6,150 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,992 | $55,470-56.7% | $155,556-84.6% | $74,478-67.8% |
| Participation rate | 81.3% | 61.9%+19.4pp | 78.2%+3.1pp | 67.2%+14.1pp |
| Annual return | 12.67% | 269.80%-257.1pp | 64.84%-52.2pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $1,565 | $2,267-31.0% | $4,675-66.5% | $2,626-40.4% |
| Participant deferral / active EE | $3,969 | $2,838+39.9% | $5,631-29.5% | $4,350-8.8% |
| Admin fee / account holder | $101 | $1,744-94.2% | $15,885-99.4% | $1,946-94.8% |