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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Participants) | $45,180 |
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 | $125,632 | $55,453+126.6% | $170,439-26.3% | $62,293+101.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.47% | 21.38%-7.9pp | 205.94%-192.5pp | 28.90%-15.4pp |
| Employer contribution / active EE | $3,538 | $2,164+63.5% | $5,433-34.9% | $2,042+73.3% |
| Participant deferral / active EE | $4,370 | $2,303+89.8% | $4,939-11.5% | $3,169+37.9% |
| Admin fee / account holder | $29 | $455-93.7% | $13,881-99.8% | $479-94.0% |