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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 601 CONGRESS STREET · BOSTON, MA 02210 | Recordkeeping | $494 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,937 | $65,453-3.8% | $86,691-27.4% | $66,930-6.0% |
| Participation rate | 62.0% | 75.5%-13.4pp | 76.6%-14.6pp | 69.8%-7.8pp |
| Annual return | -16.84% | -10.89%-6.0pp | 35.94%-52.8pp | 1.57%-18.4pp |
| Employer contribution / active EE | $535 | $2,154-75.2% | $2,837-81.1% | $2,545-79.0% |
| Participant deferral / active EE | $5,300 | $4,102+29.2% | $4,656+13.8% | $4,238+25.1% |
| Admin fee / account holder | $318 | $642-50.5% | $7,492-95.8% | $593-46.4% |