| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 81-4017137 1 IRON STREET · BOSTON, MA 02210 | Investment Management | $552,097 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,783 | $117,238+37.1% | $87,102+84.6% | $82,204+95.6% |
| Participation rate | 93.4% | 87.2%+6.1pp | 76.9%+16.5pp | 73.4%+20.0pp |
| Annual return | 17.19% | 25.80%-8.6pp | 28.19%-11.0pp | 26.31%-9.1pp |
| Employer contribution / active EE | $4,163 | $3,535+17.8% | $2,521+65.1% | $2,707+53.8% |
| Participant deferral / active EE | $8,172 | $5,976+36.7% | $4,048+101.8% | $4,246+92.5% |
| Admin fee / account holder | $90 | $81+10.9% | $7,493-98.8% | $76+19.3% |