Filed April 19, 2023 (most recent of 4 filings on file)
Total covered: 230 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 65 · EIN 04-2647786 82 DEVONSHIRE ST KW1C · BOSTON, MA 02109 | Account Maintenance | $0 |
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 | $48,703 | $44,989+8.3% | $170,435-71.4% | $77,958-37.5% |
| Participation rate | 77.9% | 64.6%+13.3pp | 83.6%-5.7pp | 71.6%+6.2pp |
| Annual return | 20.14% | 19.61%+0.5pp | 205.94%-185.8pp | 20.87%-0.7pp |
| Employer contribution / active EE | $462 | $1,466-68.5% | $5,432-91.5% | $2,310-80.0% |
| Participant deferral / active EE | $4,065 | $2,208+84.1% | $4,939-17.7% | $3,537+14.9% |
| Admin fee / account holder | $8 | $69-89.1% | $13,881-99.9% | $97-92.3% |