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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Participants) | $36,306 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,604 | $79,209-22.2% | $102,434-39.9% | $74,459-17.3% |
| Participation rate | 66.3% | 74.8%-8.4pp | 76.5%-10.2pp | 67.2%-0.9pp |
| Annual return | 12.74% | 54.98%-42.2pp | 29.46%-16.7pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $1,906 | $2,362-19.3% | $3,023-37.0% | $2,626-27.4% |
| Participant deferral / active EE | $3,383 | $4,417-23.4% | $5,055-33.1% | $4,350-22.2% |
| Admin fee / account holder | $520 | $2,002-74.0% | $9,462-94.5% | $1,945-73.3% |