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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 55208 · BOSTON, MA 02205 | Recordkeeping | $7,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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.
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 | $11,466 | $55,713-79.4% | $75,901-84.9% | $72,975-84.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 12.64% | 27.60%-15.0pp | 30.76%-18.1pp | 81.01%-68.4pp |
| Employer contribution / active EE | $2,235 | $1,687+32.5% | $2,501-10.6% | $2,440-8.4% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $339 | $3,980-91.5% | $5,420-93.7% | $5,124-93.4% |