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 |
|---|---|---|
Service code 27 29 SAWYER RD. · WALTHAM, MA 02453 | Advisory (Plan) | $33,340 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,911 | $62,715-7.7% | $104,301-44.5% | $66,938-13.5% |
| Participation rate | 56.8% | 59.6%-2.7pp | 73.3%-16.4pp | 69.8%-13.0pp |
| Annual return | -13.98% | -14.70%+0.7pp | 24.61%-38.6pp | 1.58%-15.6pp |
| Employer contribution / active EE | $607 | $1,976-69.3% | $3,373-82.0% | $2,545-76.1% |
| Participant deferral / active EE | $3,174 | $2,852+11.3% | $4,626-31.4% | $4,238-25.1% |
| Admin fee / account holder | $325 | $657-50.5% | $7,340-95.6% | $594-45.2% |