Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ING INSTITUTIONAL PLAN SERVICES Service code 15 30 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184 | Recordkeeping | $143,320 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $243,303 | $96,458+152.2% | $136,298+78.5% | $77,958+212.1% |
| Participation rate | 97.7% | 75.4%+22.3pp | 81.9%+15.8pp | 71.6%+26.1pp |
| Annual return | 16.18% | 23.78%-7.6pp | 5156.27%-5140.1pp | 20.87%-4.7pp |
| Employer contribution / active EE | $9,951 | $3,144+216.5% | $4,696+111.9% | $2,310+330.7% |
| Participant deferral / active EE | $12,868 | $5,902+118.0% | $6,247+106.0% | $3,537+263.9% |
| Admin fee / account holder | $61 | $80-24.1% | $9,244-99.3% | $97-37.3% |