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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 101 HUNTINGTON STREET · BOSTON, MA 02199 | Recordkeeping | $2,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,659 | $129,227-67.8% | $184,256-77.4% | $77,762-46.4% |
| Participation rate | 58.8% | 87.4%-28.6pp | 86.8%-28.0pp | 70.6%-11.8pp |
| Annual return | 17.12% | 33.24%-16.1pp | 28.85%-11.7pp | 31.27%-14.2pp |
| Employer contribution / active EE | $2,014 | $4,412-54.4% | $6,427-68.7% | $2,728-26.2% |
| Participant deferral / active EE | $3,736 | $7,307-48.9% | $9,133-59.1% | $4,651-19.7% |
| Admin fee / account holder | $310 | $256+21.4% | $13,899-97.8% | $433-28.3% |