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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 200 BERKELEY STREET · BOSTON, MA 02116 | Recordkeeping | $1,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $51,282 | $51,895-1.2% | $93,063-44.9% | $79,634-35.6% |
| Participation rate | 46.3% | 52.6%-6.3pp | 72.1%-25.8pp | 62.5%-16.2pp |
| Annual return | 18.18% | 18.14%0pp | 34.15%-16.0pp | 36.46%-18.3pp |
| Employer contribution / active EE | $1,731 | $1,561+10.9% | $2,476-30.1% | $2,529-31.6% |
| Participant deferral / active EE | $3,381 | $2,964+14.1% | $3,958-14.6% | $3,835-11.8% |
| Admin fee / account holder | $344 | $657-47.6% | $6,033-94.3% | $1,002-65.7% |