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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Participants) | $39,635 |
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 | $121,709 | $46,732+160.4% | $156,551-22.3% | $55,167+120.6% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 7.36% | 17.72%-10.4pp | 32.23%-24.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $4,566 | $2,105+116.9% | $5,501-17.0% | $1,963+132.6% |
| Participant deferral / active EE | $3,782 | $2,204+71.6% | $4,871-22.4% | $3,054+23.8% |
| Admin fee / account holder | $28 | $418-93.3% | $13,028-99.8% | $504-94.4% |