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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Participants) | $93,446 |
Service code 15 · EIN 01-0233346 200 BERKELEY ST · BOSTON, MA 02116 | Recordkeeping | $950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,266 | $83,369+152.2% | $105,223+99.8% | $67,986+209.3% |
| Participation rate | 100.0% | 56.3%+43.7pp | 75.0%+25.0pp | 57.2%+42.8pp |
| Annual return | 12.63% | 24.64%-12.0pp | 180.65%-168.0pp | 31.67%-19.0pp |
| Employer contribution / active EE | $13,912 | $2,541+447.6% | $3,689+277.2% | $2,019+589.1% |
| Participant deferral / active EE | $7,386 | $3,295+124.1% | $5,072+45.6% | $3,358+119.9% |
| Admin fee / account holder | $933 | $4,073-77.1% | $8,859-89.5% | $3,203-70.9% |