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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ING INSTITUTIONAL PLAN SERVICES Service code 15 30 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184 | Recordkeeping | $312,011 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $252,966 | $101,523+149.2% | $141,200+79.2% | $77,775+225.3% |
| Participation rate | 98.2% | 77.4%+20.8pp | 82.5%+15.7pp | 73.2%+25.0pp |
| Annual return | 19.20% | 56.22%-37.0pp | 71.41%-52.2pp | 32.58%-13.4pp |
| Employer contribution / active EE | $10,194 | $3,341+205.1% | $4,736+115.2% | $2,504+307.1% |
| Participant deferral / active EE | $13,967 | $6,434+117.1% | $6,710+108.1% | $3,966+252.2% |
| Admin fee / account holder | $127 | $92+39.1% | $10,265-98.8% | $100+27.3% |