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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PUTNAM INVESTMENTS Service code 15 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $90,859 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $890,440 | $71,666+1142.5% | $117,860+655.5% | $69,631+1178.8% |
| Participation rate | 0.0% | 77.5%-77.5pp | 79.7%-79.7pp | 70.7%-70.7pp |
| Annual return | 22.43% | 18.86%+3.6pp | 335.10%-312.7pp | 27571.02%-27548.6pp |
| Employer contribution / active EE | $3,687 | $1,889+95.2% | $3,786-2.6% | $2,032+81.5% |
| Participant deferral / active EE | $7,261 | $3,340+117.4% | $4,482+62.0% | $3,224+125.3% |
| Admin fee / account holder | $1,384 | $120+1050.0% | $8,021-82.7% | $110+1152.9% |