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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 29 SAWYER RD. · WALTHAM, MA 02453 | Advisory (Plan) | $28,206 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,143 |
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 | $79,245 | $101,653-22.0% | $147,080-46.1% | $74,459+6.4% |
| Participation rate | 81.6% | 75.6%+6.1pp | 82.2%-0.6pp | 67.2%+14.4pp |
| Annual return | 22.21% | 8754.98%-8732.8pp | 420.17%-398.0pp | 1369.70%-1347.5pp |
| Employer contribution / active EE | $3,846 | $3,813+0.8% | $4,933-22.0% | $2,626+46.5% |
| Participant deferral / active EE | $14,052 | $7,304+92.4% | $8,066+74.2% | $4,350+223.1% |
| Admin fee / account holder | $290 | $1,752-83.5% | $12,989-97.8% | $1,945-85.1% |