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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 29 SAWYER RD. · WALTHAM, MA 02453 | Advisory (Plan) | $7,439 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $5,299 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,904 | $58,888-64.5% | $178,498-88.3% | $73,493-71.6% |
| Participation rate | 72.0% | 66.2%+5.8pp | 81.9%-9.9pp | 70.7%+1.3pp |
| Annual return | 15.03% | 24.86%-9.8pp | 151.09%-136.1pp | 28.51%-13.5pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $912 | $2,568-64.5% | $5,202-82.5% | $3,740-75.6% |
| Admin fee / account holder | $148 | $400-63.0% | $13,985-98.9% | $513-71.1% |