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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Participants) | $3,332 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,970 | $91,167-69.3% | $178,498-84.3% | $79,858-65.0% |
| Participation rate | 23.0% | 69.2%-46.2pp | 81.9%-58.9pp | 69.6%-46.6pp |
| Annual return | 15.85% | 24.19%-8.3pp | 151.09%-135.2pp | 31.72%-15.9pp |
| Employer contribution / active EE | $6 | $3,255-99.8% | $5,011-99.9% | $2,471-99.7% |
| Participant deferral / active EE | $1,255 | $3,236-61.2% | $5,202-75.9% | $3,740-66.4% |
| Admin fee / account holder | $410 | $6,747-93.9% | $13,985-97.1% | $5,306-92.3% |