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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 29 SAWYER RD., ONE · WALTHAM, MA 02453 | Advisory (Plan) | $38,908 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,531 | $83,023+28.3% | $102,437+4.0% | $77,762+37.0% |
| Participation rate | 95.0% | 71.5%+23.5pp | 74.5%+20.5pp | 70.6%+24.4pp |
| Annual return | -6.67% | 19.12%-25.8pp | 24.95%-31.6pp | 31.27%-37.9pp |
| Employer contribution / active EE | $2,128 | $3,552-40.1% | $3,871-45.0% | $2,728-22.0% |
| Participant deferral / active EE | $4,346 | $4,110+5.8% | $5,060-14.1% | $4,651-6.6% |
| Admin fee / account holder | $79 | $639-87.6% | $8,388-99.1% | $433-81.7% |