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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS1 year Service code 28 · EIN 98-0202744 | Investment Management | $5,879 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,002 | $64,729-78.4% | $112,263-87.5% | $68,490-79.6% |
| Participation rate | 90.9% | 67.2%+23.8pp | 75.1%+15.8pp | 67.9%+23.0pp |
| Annual return | -6.49% | -11.40%+4.9pp | 27.49%-34.0pp | -7.85%+1.4pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $53 | $5,222-99.0% | $6,410-99.2% | $5,403-99.0% |