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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 7 NEW ENGLAND EXECUTIVE PARK · BURLINGTON, MA 01803 | Advisory (Plan) | $40,497 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $5,715 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $142,420 | $46,732+204.8% | $156,551-9.0% | $55,167+158.2% |
| Participation rate | 91.5% | 65.8%+25.7pp | 84.0%+7.5pp | 69.0%+22.5pp |
| Annual return | 7.22% | 17.72%-10.5pp | 32.23%-25.0pp | 169.23%-162.0pp |
| Employer contribution / active EE | $15,499 | $2,105+636.3% | $5,501+181.7% | $1,963+689.7% |
| Participant deferral / active EE | $1,478 | $2,204-32.9% | $4,871-69.7% | $3,054-51.6% |
| Admin fee / account holder | $330 | $418-21.2% | $13,028-97.5% | $504-34.6% |