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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 29 SAWYER RD., ONE · WALTHAM, MA 02453 | Advisory (Plan) | $26,010 |
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 | $114,536 | $78,275+46.3% | $109,173+4.9% | $86,821+31.9% |
| Participation rate | 91.2% | 73.8%+17.4pp | 75.9%+15.3pp | 72.3%+18.9pp |
| Annual return | 37.36% | 19.14%+18.2pp | 25.75%+11.6pp | 97.94%-60.6pp |
| Employer contribution / active EE | $1,686 | $3,105-45.7% | $3,723-54.7% | $2,406-29.9% |
| Participant deferral / active EE | $3,421 | $3,641-6.0% | $4,654-26.5% | $4,132-17.2% |
| Admin fee / account holder | $93 | $198-53.2% | $6,755-98.6% | $170-45.2% |