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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 29 SAWYER RD. · WALTHAM, MA 02453 | Advisory (Plan) | $18,501 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,808 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,107 | $73,863-67.4% | $143,797-83.2% | $68,490-64.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.78% | 0.91%-16.7pp | -0.04%-15.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $2,891 | $3,185-9.2% | $4,952-41.6% | $2,597+11.3% |
| Participant deferral / active EE | $3,348 | $3,385-1.1% | $5,638-40.6% | $4,028-16.9% |
| Admin fee / account holder | $244 | $5,756-95.8% | $14,679-98.3% | $5,403-95.5% |