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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 29 SAWYER RD. · WALTHAM, MA 02453 | Advisory (Plan) | $18,893 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,068 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,341 | $55,472-56.1% | $155,567-84.4% | $74,546-67.3% |
| Participation rate | 76.0% | 61.9%+14.1pp | 78.2%-2.2pp | 67.2%+8.8pp |
| Annual return | 16.86% | 268.72%-251.9pp | 64.74%-47.9pp | 1366.03%-1349.2pp |
| Employer contribution / active EE | $1,748 | $2,269-22.9% | $4,674-62.6% | $2,624-33.4% |
| Participant deferral / active EE | $2,255 | $2,838-20.6% | $5,628-59.9% | $4,347-48.1% |
| Admin fee / account holder | $180 | $1,743-89.7% | $15,916-98.9% | $1,944-90.7% |